InvestVerdict
Kotak Multi Asset Allocation Fund
Direct Plan · Growth Option · Multi Asset Allocation · Scheme code 152064
Fund houseKotak Mahindra Mutual Fund
CategoryMulti Asset Allocation
Plan & optionDirect · Growth Option
History2.9 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 2.79 | 2.16 | 1.12 | 22.59 | — | — | — | — | 19.46 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Multi Asset Allocation category median |
— | — | — | 10.68 | 16.29 | 14.23 | — | 12.25 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 12.1% | 1.07 | 1.47 | 0.66 | 10.38% | -13.8% | 70.82 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 34 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 94 | 3.9% | 18.1% | 36.6% | 0% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.