How to Invest in Kotak Multi Asset Allocation Fund Direct Growth?

You can easily invest in Kotak Multi Asset Allocation Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Kotak Multi Asset Allocation Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Kotak Multi Asset Allocation Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Kotak Multi Asset Allocation Fund Direct Growth provide?

The Kotak Multi Asset Allocation Fund Direct Growth has been there from 22 Sep 2023 and the average annual returns provided by this fund is NA% since its inception.

How much expense ratio is charged by Kotak Multi Asset Allocation Fund Direct Growth?

The term Expense Ratio used for Kotak Multi Asset Allocation Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Kotak Multi Asset Allocation Fund Direct Growth is 0.30% as of 04 Dec 2023...

What is the AUM of Kotak Multi Asset Allocation Fund Direct Growth?

The AUM, short for Assets Under Management of Kotak Multi Asset Allocation Fund Direct Growth is ₹3,934.45Cr as of 04 Dec 2023.

How to Redeem Kotak Multi Asset Allocation Fund Direct Growth?

If you want to sell your Kotak Multi Asset Allocation Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Kotak Multi Asset Allocation Fund Direct Growth?

You can select either SIP or Lumpsum investment of Kotak Multi Asset Allocation Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Kotak Multi Asset Allocation Fund Direct Growth?

The NAV of Kotak Multi Asset Allocation Fund Direct Growth is ₹10.52 as of 01 Dec 2023.

What is the PE and PB ratio of Kotak Multi Asset Allocation Fund Direct Growth?

The PE ratio ratio of Kotak Multi Asset Allocation Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Kotak Multi Asset Allocation Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Kotak Multi Asset Allocation Fund Direct Growth
Hybrid
Multi Asset Allocation
High Risk
1M
All
 NAV: 01 Dec 2023₹10.52
Min. SIP amount₹100
RatingNA
Fund size₹3,934.45Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Multi Asset Allocation
Absolute returns
1M3M6MAll
Fund returns2.8%NANA2.5%
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms
Holdings (62)NameSectorInstrumentAssets
Kotak Gold ETF
NAMutual Fund10.6%
HDFC Bank Ltd.
FinancialEquity6.9%
Kotak Silver ETF Regular - Growth
NAMutual Fund5.0%
Maruti Suzuki India Ltd.
AutomobileEquity4.7%
GOI
SovereignGOI Sec4.3%
NTPC Ltd.
EnergyEquity3.8%
GOI
SovereignGOI Sec3.1%
Bank Of Baroda
FinancialEquity2.6%
Indusind Bank Ltd.
FinancialEquity2.6%
Hero Motocorp Ltd.
AutomobileEquity2.4%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
27 Nov 2023 - Present
0.30%
26 Nov 2023 - 27 Nov 2023
0.30%
25 Nov 2023 - 26 Nov 2023
0.30%
24 Nov 2023 - 25 Nov 2023
0.30%
23 Nov 2023 - 24 Nov 2023
0.30%
22 Nov 2023 - 23 Nov 2023
0.30%
21 Nov 2023 - 22 Nov 2023
0.30%
20 Nov 2023 - 21 Nov 2023
0.30%
19 Nov 2023 - 20 Nov 2023
0.30%
18 Nov 2023 - 19 Nov 2023
0.30%
17 Nov 2023 - 18 Nov 2023
0.30%
16 Nov 2023 - 17 Nov 2023
0.30%
15 Nov 2023 - 16 Nov 2023
0.30%
14 Nov 2023 - 15 Nov 2023
0.30%
13 Nov 2023 - 14 Nov 2023
0.30%
12 Nov 2023 - 13 Nov 2023
0.30%
11 Nov 2023 - 12 Nov 2023
0.30%
10 Nov 2023 - 11 Nov 2023
0.30%
09 Nov 2023 - 10 Nov 2023
0.30%
08 Nov 2023 - 09 Nov 2023
0.30%
07 Nov 2023 - 08 Nov 2023
0.30%
06 Nov 2023 - 07 Nov 2023
0.30%
05 Nov 2023 - 06 Nov 2023
0.30%
04 Nov 2023 - 05 Nov 2023
0.30%
03 Nov 2023 - 04 Nov 2023
0.30%
02 Nov 2023 - 03 Nov 2023
0.30%
01 Nov 2023 - 02 Nov 2023
0.30%
31 Oct 2023 - 01 Nov 2023
0.30%
30 Oct 2023 - 31 Oct 2023
0.30%
29 Oct 2023 - 30 Oct 2023
0.30%
28 Oct 2023 - 29 Oct 2023
0.30%
27 Oct 2023 - 28 Oct 2023
0.30%
26 Oct 2023 - 27 Oct 2023
0.30%
25 Oct 2023 - 26 Oct 2023
0.30%
24 Oct 2023 - 25 Oct 2023
0.30%
23 Oct 2023 - 24 Oct 2023
0.30%
22 Oct 2023 - 23 Oct 2023
0.30%
21 Oct 2023 - 22 Oct 2023
0.30%
20 Oct 2023 - 21 Oct 2023
0.30%
19 Oct 2023 - 20 Oct 2023
0.30%
18 Oct 2023 - 19 Oct 2023
0.30%
17 Oct 2023 - 18 Oct 2023
0.30%
16 Oct 2023 - 17 Oct 2023
0.30%
15 Oct 2023 - 16 Oct 2023
0.30%
14 Oct 2023 - 15 Oct 2023
0.30%
13 Oct 2023 - 14 Oct 2023
0.30%
12 Oct 2023 - 13 Oct 2023
0.30%
11 Oct 2023 - 12 Oct 2023
0.30%
10 Oct 2023 - 11 Oct 2023
0.31%
09 Oct 2023 - 10 Oct 2023
0.31%
08 Oct 2023 - 09 Oct 2023
0.31%
07 Oct 2023 - 08 Oct 2023
0.31%
06 Oct 2023 - 07 Oct 2023
0.31%
05 Oct 2023 - 06 Oct 2023
0.31%
04 Oct 2023 - 05 Oct 2023
0.31%
03 Oct 2023 - 04 Oct 2023
0.31%
02 Oct 2023 - 03 Oct 2023
0.31%
01 Oct 2023 - 02 Oct 2023
0.31%
30 Sep 2023 - 01 Oct 2023
0.31%
Expense ratio, exit load and taxExpense ratio: 0.30%Inclusive of GST
Exit loadExit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100
Fund managementAbhishek Bisen
Aug 2023 - Present
View details
Education
Mr. Bisen is a BA and MBA in Finance.
Experience
Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Also manages these schemes
Kotak Bond Fund Direct Growth
Kotak Bond Short Term Fund Direct Growth
Kotak Dynamic Bond Fund Direct Growth
Kotak Gilt Investment PF & Trust Direct Growth
Kotak Multi Asset Allocator FoF Dynamic Direct Growth
Kotak Gold Fund Direct Growth
Kotak Debt Hybrid Fund Direct Growth
Kotak Banking and PSU Debt Fund Direct Growth
Kotak Equity Savings Fund Direct Growth
Kotak Equity Hybrid Fund Direct Growth
Kotak Capital Protection Oriented Scheme Series 4 Direct Growth
Kotak Balanced Advantage Fund Direct Growth
Kotak Nasdaq 100 FOF Direct Growth
Kotak Nifty 50 Index Fund Direct Growth
Kotak Multicap Fund Direct Growth
Kotak Manufacture in India Fund Direct Growth
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund Direct Growth
Kotak Business Cycle Fund Direct Growth
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund Direct Growth
Kotak All Weather Debt FOF Direct Growth
Kotak Nifty SDL Jul 2026 Index Fund Direct Growth
Kotak Banking & Financial Services Fund Direct Growth
Kotak Nifty SDL Jul 2033 Index Fund Direct Growth
Kotak Silver ETF FoF Direct Growth
Kotak Nifty SDL Jul 2028 Index Fund Direct Growth
Kotak Nifty Smallcap 50 Index Fund Direct Growth
Kotak Nifty 200 Momentum 30 Index Fund Direct Growth
Kotak Quant Fund Direct Growth
Kotak Nifty Financial Services Ex Bank Index Fund Direct Growth
Kotak S&P BSE Housing Index Fund Direct Growth
Kotak Multi Asset Allocation Fund Direct Growth
Kotak Consumption Fund Direct Growth
Devender Singhal
Aug 2023 - Present
View details
Education
Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.
Experience
Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 -- January 2009) ,Religare (February 2006 -- June 2007), Karvy (July 2004 -- January 2006), P N Vijay Financial Services Pvt Ltd(2001 -- 2004) and Dundee Mutual Fund( Summer Trainee ) (May 2000 -- June 2000 ).
Also manages these schemes
Kotak Multi Asset Allocator FoF Dynamic Direct Growth
Kotak Debt Hybrid Fund Direct Growth
Kotak Equity Savings Fund Direct Growth
Kotak India Growth Fund Series 4 Direct Growth
Kotak India Growth Fund Series 7 Direct Growth
Kotak Nifty Next 50 Index Fund Direct Growth
Kotak Nifty 50 Index Fund Direct Growth
Kotak Multicap Fund Direct Growth
Kotak Nifty Smallcap 50 Index Fund Direct Growth
Kotak Nifty 200 Momentum 30 Index Fund Direct Growth
Kotak Nifty Financial Services Ex Bank Index Fund Direct Growth
Kotak S&P BSE Housing Index Fund Direct Growth
Kotak Multi Asset Allocation Fund Direct Growth
Kotak Consumption Fund Direct Growth
Hiten Shah
Aug 2023 - Present
View details
Education
Mr. Shah is a Masters in Management Studies (Finance) from Mumbai University.
Experience
Prior to joining Kotak Mahindra Mutual fund, he was associated with Edelweiss Asset Management for more than 8 years as a CoFund manager and Chief dealer in equities segment. He was also associated with Edelweiss securities Ltd. as low risk arbitrage trader for more than 3 years.
Also manages these schemes
Kotak Equity Arbitrage Fund Direct Growth
Edelweiss Arbitrage Fund Direct Growth
Kotak Equity Savings Fund Direct Growth
Edelweiss Greater China Equity Off shore Fund Direct Growth
Edelweiss ASEAN Equity Off Shore Fund Direct Growth
Edelweiss US Value Equity Offshore Fund Direct Growth
Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth
Edelweiss Emerging Markets Opportunities Equity Offshore Fund Direct Growth
Edelweiss Equity Savings Fund Direct Growth
Kotak Balanced Advantage Fund Direct Growth
Kotak Multi Asset Allocation Fund Direct Growth
Arjun Khanna
Aug 2023 - Present
View details
Education
Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience
Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Also manages these schemes
Kotak Emerging Equity Fund Direct Growth
Kotak Multi Asset Allocator FoF Dynamic Direct Growth
Kotak Global Emerging Market Fund Direct Growth
Kotak Bluechip Fund Direct Growth
Kotak Equity Opportunities Fund Direct Growth
Kotak Small Cap Fund Direct Growth
Kotak Flexicap Fund Direct Growth
Kotak Equity Savings Fund Direct Growth
Kotak Equity Hybrid Fund Direct Growth
Kotak Infrastructure and Economic Reform Fund Direct Growth
Kotak World Gold Fund Direct Growth
Kotak US Equity Fund Standard Direct Growth
Kotak Balanced Advantage Fund Direct Growth
Kotak Floating Rate Fund Direct Growth
Kotak Focused Equity Fund Direct Growth
Kotak Pioneer Fund Direct Growth
Kotak ESG Opportunities Fund Direct Growth
Kotak International REIT FOF Direct Growth
Kotak Nasdaq 100 FOF Direct Growth
Kotak Global Innovation FoF Direct Growth
Kotak Multicap Fund Direct Growth
Kotak Business Cycle Fund Direct Growth
Kotak Banking & Financial Services Fund Direct Growth
Kotak Quant Fund Direct Growth
Kotak Multi Asset Allocation Fund Direct Growth
Kotak Consumption Fund Direct Growth
Jeetu Valechha Sonar
Aug 2023 - Present
View details
Also manages these schemes
Kotak Gold Fund Direct Growth
Kotak Silver ETF FoF Direct Growth
Kotak Multi Asset Allocation Fund Direct Growth
Fund house & investment objective
Kotak Mahindra Mutual Fund
Rank (total assets)#5 in India
Total AUM₹2,85,392.44Cr
Date of Incorporation05 Aug 1994
 Kotak Multi Asset Allocation Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Jeetu Valechha Sonar is the Current Fund Manager of Kotak Multi Asset Allocation Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,85,392 Cr and the Latest NAV as of 01 Dec 2023 is ₹10.52.
The Kotak Multi Asset Allocation Fund Direct Growth is rated High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year.
;
Investment ObjectiveThe scheme seeks to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments, Commodity ETFs and Exchange Traded Commodity Derivatives.
;
Fund benchmarkNA
Scheme Information Document(SID)
Fund house contact details
Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
[email protected]
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Kotak Multi Asset Allocation Fund Direct Growth
VS
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	1M	3M	6M	All
Fund returns	2.8%	NA	NA	2.5%
Category average	NA	NA	NA	NA
Rank with in category	NA	NA	NA	NA

Name	Sector	Instrument	Assets
Kotak Gold ETF	NA	Mutual Fund	10.6%
HDFC Bank Ltd.	Financial	Equity	6.9%
Kotak Silver ETF Regular - Growth	NA	Mutual Fund	5.0%
Maruti Suzuki India Ltd.	Automobile	Equity	4.7%
GOI	Sovereign	GOI Sec	4.3%
NTPC Ltd.	Energy	Equity	3.8%
GOI	Sovereign	GOI Sec	3.1%
Bank Of Baroda	Financial	Equity	2.6%
Indusind Bank Ltd.	Financial	Equity	2.6%
Hero Motocorp Ltd.	Automobile	Equity	2.4%

Rank (total assets)	#5 in India
Total AUM	₹2,85,392.44Cr

Date of Incorporation	05 Aug 1994

Fund benchmark	NA

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Bengaluru – 560103
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Min. for 1st investment	₹100
Min. for 2nd investment onwards	₹100

Rating	NA
Fund size	₹3,934.45Cr

Kotak Multi Asset Allocation Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (62)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.30%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Abhishek BisenAug 2023 - PresentView details

Devender SinghalAug 2023 - PresentView details

Hiten ShahAug 2023 - PresentView details

Arjun KhannaAug 2023 - PresentView details

Jeetu Valechha SonarAug 2023 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Abhishek Bisen
Aug 2023 - Present
View details

Devender Singhal
Aug 2023 - Present
View details

Hiten Shah
Aug 2023 - Present
View details

Arjun Khanna
Aug 2023 - Present
View details

Jeetu Valechha Sonar
Aug 2023 - Present
View details