Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Multi Asset Allocation (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
Kotak Gold ETF
9.7%
Cash Offset For Derivatives
8.7%
Kotak Silver ETF
8.1%
Maruti Suzuki India Ltd
4.1%
Infosys Ltd
3.3%
NTPC Ltd
3.0%
ITC Ltd
2.6%
State Bank of India
2.5%
Triparty Repo
2.4%
HDFC Bank Ltd
2.3%
Top industry exposure
Consumer Cyclical
16.3%
Financial Services
13.2%
Technology
9.0%
Consumer Defensive
7.5%
Utilities
7.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
175%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the scheme is to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments, Commodity ETFs and Exchange Traded Commodity Derivatives.