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Kotak Mahindra Mutual Fund

Kotak Multi Asset Omni FOF

Kotak Mahindra Mutual Fund · Direct plan · Growth

3-year returns
15%
a year
NAV
₹280.50
▲ 1.28% · 18 Sept 2026
Fund size
₹2,645 Cr
Expense ratio
1.04%
a year
Minimum SIP
₹100

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹258.50 and has returned 14.2% a year over 3 years.

Returns, and where it stands

Against the average fund of funds (domestic), and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year7.3%20%behind49 of 112
3 years15%20.1%behind30 of 72
5 years14.9%13.4%ahead12 of 47
10 years15.4%11.9%ahead10 of 33
Every period, and the Regular plan →
PeriodDirectRegular
1 month-1.3%-1.4%
3 months1%0.9%
6 months3.9%3.5%
1 year7.3%6.5%
2 yearsp.a.8.3%7.6%
3 yearsp.a.15%14.2%
5 yearsp.a.14.9%14%
7 yearsp.a.18.4%17.6%
10 yearsp.a.15.4%14.5%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 7.28% in the last 1Y

253.2275.5297.818 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹32,970
XIRR (per year)
11.27%
Value today
₹2,12,970

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
11.5% a year
6.6% less than the category average — the steadier side
Worst fall so far
−22.8%
Feb 2020 to Mar 2020, against −19.4% for the category.
Years that made money
98.3%
Of every one-year stretch it has been through.
Over any three years
-0.1% to 30.1%
A year, at worst and at best. Typically 17.7%.

Fund details

Minimum lumpsum
₹100
Minimum top-up
₹100
Lock-in
None
Plan started
1 Jan 2013
Expense ratio
1.04%
as of 31 Aug 2026

Managed by Abhishek Bisen, Devender Singhal

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Kotak Multi Asset Omni FOF against other funds in the Fund of Funds (Domestic) category
Fund1Y3Y5YExpenseFund size
Mirae Asset NYSE FANG + ETF Fund of Fund47.06%56.83%35.52%0.58%₹2,707 Cr
Mirae Asset S&P 500 Top 50 ETF Fund of Fund83.92%55.54%0.56%₹847 Cr
Kotak Silver ETF Fund of Fund82.92%46.35%0.63%₹1,004 Cr
UTI Silver ETF Fund of Fund80.47%46.29%0.13%₹655 Cr
Axis Silver Fund of Fund80.98%46.28%0.09%₹1,281 Cr
ICICI Prudential Silver ETF FOF80.56%46.15%0.54%₹6,514 Cr
Kotak Multi Asset Omni FOF7.28%15%14.9%1.04%₹2,645 Cr

About Kotak Multi Asset Omni FOF

Kotak Multi Asset Omni FOF is a fund of funds (domestic) managed by Kotak Mahindra Mutual Fund. Fund of funds that invest in other Indian mutual funds or ETFs, such as gold or silver ETFs.

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).

The scheme's stated objective, as published by Kotak Mahindra Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹280.503119777
DirectPayout of Income Distribution cum capital withdrawal option₹275.456119776
RegularGrowth₹258.50102574
RegularPayout of Income Distribution cum capital withdrawal option₹251.624102573

Frequently asked questions

What is the NAV of Kotak Multi Asset Omni FOF today?

The NAV of Kotak Multi Asset Omni FOF (Direct plan, Growth) is ₹280.503 and the Regular plan NAV is ₹258.50, as of 18 Sept 2026.

What returns has Kotak Multi Asset Omni FOF given?

Over the last year the Direct plan returned 7.28%, and 15% a year over 3 years and 14.9% a year over 5 years. That places it 30 of 72 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Kotak Multi Asset Omni FOF?

The Direct plan charges 1.04% a year, as disclosed on 31 Aug 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Kotak Multi Asset Omni FOF?

You can start a monthly SIP with ₹100, or invest a lump sum of ₹100 or more.

How much has Kotak Multi Asset Omni FOF fallen in the past?

Its deepest fall was 22.8% from 7 Feb 2020 to 23 Mar 2020. Of every one-year stretch in its history, 98% ended in a gain.

Which category does Kotak Multi Asset Omni FOF belong to?

It is a Fund of Funds (Domestic) from Kotak Mahindra Mutual Fund. Fund of funds that invest in other Indian mutual funds or ETFs, such as gold or silver ETFs.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Kotak Multi Asset Omni FOF taxed?

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.