Investment type
Kotak Multi Asset Allocator FoF - Dynamic - Direct (G) is a mutual fund under the Growth category, managed by Kotak Mahindra Mutual Fund. It was launched on 05 Aug 1994, and has been active for over 31 years. As of 31 Mar 2025 the fund manages assets worth ₹1,799 Crores. The expense ratio is 0.31%.
This fund generated returns of 10.08% in the last 1 year. Since its inception, it has provided an average annual return of 16.15%.
The fund's investments are mainly concentrated in sectors like and .
The top five holdings in this fund include prominent companies such as Kotak Consumption Fund - Regular (G), Kotak Infrastructure & Ecoc. Reform-SP-Dir(G), Kotak Nifty PSU Bank ETF, Kotak Nifty 50 and Kotak Gilt - Invest Plan - Direct (G).
To generate long term capital appreciation from a portfolio created by investing in units of Kotak Mahindra Mutual Fund schemes & ETFs / Index schemes (Domestic & Offshore Funds including Gold ETFs scheme However, there is no assurance that the investment objective of the Scheme will be realized.
Growth funds carry higher risk since they invest in stocks expected to grow quickly, which can be volatile.
Yes, if you are looking for long-term capital appreciation and can handle short-term market ups and downs.
It’s recommended to hold growth funds for at least five years to benefit from potential growth.
Yes, you can, but long-term holding is advised for best results.
Growth funds usually have moderate to high expense ratios, around 1% to 2%, due to active management.
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