Mutual Funds

Kotak Multi Asset Active FOF - Regular- IDCW

Kotak Mahindra Mutual FundMulti Asset AllocationModerate Risk
₹10.01-0.05 (-0.55%)

NAV as on 2026-06-25 · Hybrid · Multi Asset Allocation

AUM

₹73 Cr

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Expense

0.53%

Risk

Moderate

Kotak Multi Asset Active FOF
₹10.01-0.55%

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Since Inception

-0.1%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹9.82
₹10.2

50% from 52W low

Fund Information

Multi Asset AllocationHybridSince 30-04-2026

Fund House

Kotak Mahindra Mutual Fund

Category

Hybrid - Multi Asset Allocation

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity50.2%
Cash21.7%
Other19.6%

Market Cap Split

Large Cap20.9%
Mid Cap18.6%

Top Holdings

12 stocks
Weight1M Change
1

Kotak Large & Midcap Dir Gr

14.09%0.0%
2

Nippon India Silver ETF

11.47%0.0%
3

Kotak Small Cap Dir Gr

9.58%0.0%
4

Nippon India U/ST Duration Dir Gr

9.54%0.0%
5

ICICI Pru Ultra Short Term Dir Gr

9.54%0.0%
6

Kotak Flexicap Dir Gr

9.43%0.0%
7

Kotak Focused Dir Gr

9.34%0.0%
8

Kotak Midcap Dir Gr

8.84%0.0%
9

Nippon India ETF Gold BeES

8.28%0.0%
10

Triparty Repo

5.45%0.0%

Fundamentals

P/E Ratio

25.48

Cat avg: 23.28

P/B Ratio

3.53

Cat avg: 3.17

Dividend Yield

1.14%

Cat avg: 1.36%

Price/Sale

2.84

Price/Cash Flow

18.25

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Kotak Multi Asset Active FOF Reg IDCW-P730.53---
ICICI Pru Dyn Ast Allc Act FOF IDCWP28,2411.85+2.6%+11.4%+10.4%
ICICI Pru Agrsv Hyb Act FOF IDCW-P9,0912.09-1.6%+14.9%+13.4%
Kotak Inc Pl Arbtrg Omni FOF Reg IDCW-P7,5920.68+5.7%+7.7%-
HDFC Multi-Asset Active FoF Reg IDCW-P5,8461.09+5.6%+13.9%+12.7%
ICICI Pru Inc pls Arbtrg Omni FOF IDCW-P2,9460.55+6.3%+10.2%+9.0%
Nippon India Mlt-Asst Omni FoF Reg IDCWP2,6931.42+8.5%+18.1%+15.7%
Kotak Multi Asset Omni FOF Reg IDCW-P2,5021.64+7.9%+16.3%+15.3%
HDFC Dvrs Eq All Cap Act FOF Reg IDCW-P2,3931.23---
HDFC Inc Plus Arbtg Actv FOF QtIDCW-P2,3630.37+5.4%+10.3%+10.7%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹73 Cr
Expense Ratio0.53%
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 Moderate 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.