Kotak Multi Asset Allocation Fund vs Quant Multi Asset Allocation Fund
Over the last 3 years, Quant Multi Asset Allocation Fund returned 21.3% a year against 17.7% for Kotak Multi Asset Allocation Fund (Direct plans). In falling months, Quant Multi Asset Allocation Fund fell less: 56% of the index's fall, against 64%. Data as of 12 Nov 2026.
| Kotak Multi Asset Allocation Fund | Quant Multi Asset Allocation Fund | |
|---|---|---|
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund house | Kotak Mahindra Mutual Fund | quant Mutual Fund |
| Benchmark | 60% Nifty 50 TRI + 40% bond funds | 60% Nifty 50 TRI + 40% bond funds |
| Age | 3.1 years | 13.8 years |
| AUM on 30 Oct 2026 | ₹14,716 cr | ₹6,730 cr |
| Direct plan | ||
| Rating | B | B |
| Expense ratio | 0.65% | 1.17% |
| 1Y return | 9.2% | 10.3% |
| 3Y return (a year) | 17.7% | 21.3% |
| 5Y return (a year) | – | 18.0% |
| 3Y vs index | +8.4% | +12.0% |
| Rating score, rank | 45 · #10 of 15 | 57 · #6 of 15 |
| Regular plan | ||
| Rating | B | B |
| Expense ratio | 1.78% | 2.13% |
| 1Y return | 8.0% | 9.0% |
| 3Y return (a year) | 16.2% | 19.8% |
| 5Y return (a year) | – | 16.3% |
| 3Y vs index | +7.0% | +10.7% |
| Rating score, rank | 43 · #10 of 15 | 61 · #7 of 15 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | – | 100% |
| Deepest fall, 3Y | -13.8% | -12.5% |
| Volatility, 3Y | 11.0% | 11.2% |
| Max fall, 5Y | – | -15.9% |
| Down capture, 3Y | 64 | 56 |
| Stocks held | – | – |
| Top 10 holdings | – | – |
| Large / mid / small caps | – | – |
| Largest sector | – | – |
Common questions
Kotak Multi Asset Allocation Fund or Quant Multi Asset Allocation Fund: which is better?
On our track-record ratings (Direct plans), Kotak Multi Asset Allocation Fund is rated B and Quant Multi Asset Allocation Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Kotak Multi Asset Allocation Fund or Quant Multi Asset Allocation Fund: which has done better?
Over the last 3 years, Quant Multi Asset Allocation Fund returned 21.3% a year against 17.7% for Kotak Multi Asset Allocation Fund (Direct plans).
How much do Kotak Multi Asset Allocation Fund and Quant Multi Asset Allocation Fund overlap?
Holdings for one of these schemes are not available yet.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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