myplexus

NFO Monitor

Fund Fact

Name of Funds:

Kotak Multi Asset Allocation

Opening:

31st August 2023

Closing:

14th September 2023

Minimum Investment:

Rs. 5000/- and in multiples of Re. 1

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units redeemed/switched out exceeds 30% of the initial investment amount within 1 year from the date of allotment

Fund Stats

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.

Benchmark:

NIFTY 500

Fund Manager:

Devender Singhal, Abhishek Bisen, Arjun Khanna, Jeetu Valechha Sonar, Hiten Shah

Asset Allocation

65-80% Equity 10-25% Money Market

10-25% Debt upto 10% Others

Comparable existing schemes

SBI Multi Asset Allocation Fund	16.73(6M)	15.87(1Y)
Axis Multi Asset Allocation Fund	12.97(6M)	4.53(1Y)

Fund Prognosis

Idea Distiller

The house of Kotak is coming late to the party.

Fund House AAUM:
Rs. 31237132.93 Lakhs (as on 30th June 2023)
Fund Manager:
Combined experience of above 22 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

A difficult category.A difficult product to manage. Will await the first six months before I opine.

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