🟠 Below Avg Other Scheme - FoF Domestic

Kotak Multi Asset Omni FOF

by Kotak Mahindra Mutual Fund · Regular Plan · Growth
4.5 / 10
BullWiser Honest Score
11.3%
1Y Return
17.1%
3Y CAGR
--
Exp. Ratio
Kotak Multi Asset Omni FOF is a below-average performer in its category with a BullWiser Honest Score of 4.5/10 — below the Other Scheme - FoF Domestic category median of 5.9/10 across 285 funds. Its 3-year CAGR of 17.1% outperforms the Other Scheme - FoF Domestic category average of 12.7% by +4.4 percentage points. Note: Kotak Multi Asset Omni FOF is a Regular plan, which includes distributor commissions in its expense ratio. The Direct plan variant of this fund offers a lower TER and higher net returns for cost-conscious investors.

Fund Details

Fund Name
Kotak Multi Asset Omni FOF
AMC
Kotak Mahindra Mutual Fund
Category
Other Scheme - FoF Domestic
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟠 Below Avg
1Y Return
11.3%
3Y CAGR
17.1%

vs Category Average — Other Scheme - FoF Domestic

3Y CAGR
This fund
+4.4% vs category avg
Expense Ratio (lower is better)
TER data not available
Honest Score
This fund
-1.4 vs category avg

Category: Other Scheme - FoF Domestic · 285 Direct-plan funds compared · 23% are High Quality

Frequently Asked Questions

What is the BullWiser Honest Score of Kotak Multi Asset Omni FOF?
Kotak Multi Asset Omni FOF has a BullWiser Honest Score of 4.5/10 (BELOW AVERAGE). The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of Kotak Multi Asset Omni FOF?
The Total Expense Ratio (TER) of Kotak Multi Asset Omni FOF Direct Plan is --. Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of Kotak Multi Asset Omni FOF?
Kotak Multi Asset Omni FOF has delivered 11.3% 1-year returns and 17.1% 3-year CAGR. For a full NAV history and comparison with category peers, use BullWiser's MF Analyser. Past performance is not a guarantee of future returns.
Is Kotak Multi Asset Omni FOF a good investment?
BullWiser rates Kotak Multi Asset Omni FOF as BELOW AVERAGE (Honest Score 4.5/10). Always match a fund to your own risk profile and investment horizon. Use the MF Analyser to compare it with peers in the Other Scheme - FoF Domestic category.
How does Direct Plan differ from Regular Plan for Kotak Multi Asset Omni FOF?
The Regular plan of Kotak Multi Asset Omni FOF includes a distributor commission of 0.5–1.5% per year built into the expense ratio. Switching to the Direct plan of the same fund eliminates this cost — same fund manager, same portfolio, but a lower TER that compounds significantly over time. Use BullWiser's MF Analyser to calculate your exact savings.

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⚠️ Disclaimer: BullWiser is an independent analysis platform, not a SEBI-registered investment advisor. Honest Scores and verdicts are algorithmic assessments based on publicly available data. They are not buy/sell recommendations. Please consult a financial advisor before investing. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.