SIP performance of Kotak Asset Allocator Fund – Direct Plan

Kotak Asset Allocator fund is an open-ended hybrid mutual fund. It is one of the best performing funds within its category. The Asset Under Management (AUM) and expense ratio of the fund is Rs 460 crore and 0.20 per cent respectively as on September 30, 2021. If you had invested Rs 1,000 every month i.e., Rs 12000 per annum from November 1, 2021, till the present date i.e., November 1, 2021 then the worth of investment would have been Rs 54,293 as against the invested amount of Rs 37000.

Following graph depicts the growth of the above investment:

Now the question arises, what rate of return does the above investment deliver? Let’s look at the same:

As we can see, if you had invested Rs 2,000 every month for three years, you would have received a 25.39 per cent return. 

Below are the top holdings of the Kotak Asset Allocator Fund: