Kotak Multi Asset Allocation Fund - Direct Plan - Growth

Scheme 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.

Scheme Details

• Fund manager(s) – Abhishek Bisen , Devender Singhal , Hiten Shah , Jeetu Valechha Sonar
• Launch date – 22-Sep-2023
• Expense ratio – 0.45% as declared on 31-Oct-2025 (category average is 0.53%)
• Benchmark - NIFTY 500 TRI 65% + NIFTY Short Duration Debt Index 25% + Domestic Price of Gold 5% + Domestic Price of Silver 5%

• Min SIP amount - ₹
• Min investment amount (one time- first time) - ₹
• Min investment amount (addtional purchase) - ₹
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Kotak Multi Asset Allocation Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Tax Rate

Please check with your Tax Advisor.

Contact Details