Mutual Funds

Kotak Multi Asset Active FOF - Direct - IDCW

Kotak Mahindra Mutual FundFund of Funds Scheme (DomesticVery High Risk
₹10.08-0.06 (-0.62%)

NAV as on 2026-07-23 · Equity · Fund of Funds Scheme (Domestic

AUM

₹76 Cr

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Expense

0.83%

Risk

Very High

Kotak Multi Asset Active FOF
₹10.08-0.62%

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Since Inception

+2.9%

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NAV History

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52-Week NAV Range

₹9.83
₹10.22

63% from 52W low

Fund Information

Fund of Funds Scheme (DomesticEquitySince 30-04-2026

Fund House

Kotak Mahindra Mutual Fund

Category

Equity - Fund of Funds Scheme (Domestic

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity54.0%
Cash22.0%
Other16.5%

Market Cap Split

Large Cap22.4%
Mid Cap19.1%

Top Holdings

12 stocks
Weight1M Change
1

Kotak Large & Midcap Dir Gr

14.05%0.0%
2

Kotak Small Cap Dir Gr

12.17%+25.7%
3

Kotak Midcap Dir Gr

10.17%+15.0%
4

Nippon India Silver ETF

9.45%0.0%
5

Kotak Focused Dir Gr

9.35%0.0%
6

Nippon India U/ST Duration Dir Gr

9.30%0.0%
7

ICICI Pru Ultra Short Term Dir Gr

9.30%0.0%
8

Kotak Flexicap Dir Gr

9.30%0.0%
9

Nippon India ETF Gold BeES

7.21%0.0%
10

Triparty Repo

6.18%0.0%

Fundamentals

P/E Ratio

26.42

Cat avg: 23.19

P/B Ratio

3.67

Cat avg: 3.25

Dividend Yield

1.07%

Cat avg: 1.44%

Price/Sale

2.96

Price/Cash Flow

19.06

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Kotak Multi Asset Active FOF Dir IDCW-P760.83---
Tata Multi Sector Passive FOF Dir IDCW-P-----
ICICI Pru Dyn Ast Allc Act FOF DirIDCWP28,5181.01+3.9%+11.9%+11.8%
ICICI Pru Agrsv Hyb Act FOF Dir IDCW-P9,2651.14---
Kotak Inc Pl Arbtrg Omni FOF Dir IDCW-P7,7300.43+5.8%+7.8%-
HDFC Multi-Asset Active FoF Dir IDCW-P5,9380.14+6.9%+14.2%+13.7%
ICICI Pru Inc pls Arbtrg OmniFOFDirIDCWP3,0400.35+6.3%+9.8%+9.5%
Nippon India Mlt-Asst Omni FoF Dir IDCWP2,7730.59+9.0%+17.7%+16.2%
HDFC Dvrs Eq All Cap Act FOF Dir IDCW-P2,5450.29---
Kotak Multi Asset Omni FOF Dir IDCW-P2,5220.97+9.0%+15.6%+16.0%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹76 Cr
Expense Ratio0.83%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings12

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.