All comparisons
Head-to-head
Reliance Yearly Interval Fund - Series 8 - Direct Plan - Growth Plan - Growth OptionvsKotak Multi Asset Allocation Fund-Growth - Direct
Side-by-side comparison of Reliance Yearly Interval Fund - Series 8 - Direct Plan - Growth Plan - Growth Option and Kotak Multi Asset Allocation Fund-Growth - Direct — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sector
Reliance Yearly Interval Fund - Series 8 - Direct Plan - Growth Plan - Growth Option
3Y ago₹1.27 L
5Y ago—
sector
Kotak Multi Asset Allocation Fund-Growth - Direct
3Y ago₹1.33 L
5Y ago—
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Reliance Yearly Interval Fund -… | Kotak Multi Asset Allocation Fu… |
|---|---|---|
| Fund house | Reliance Mutual Fund | Kotak Mahindra Mutual Fund |
| Category | Half Yearly Dividend | Half Yearly Dividend |
| Latest NAV | ₹13.7847 | ₹18.0715 |
| Assets managed (AUM) | — | — |
| 1Y return | 7.59% | 8.85% |
| 3Y CAGR | 8.21% | 9.97% |
| 5Y CAGR | — | — |
| Since inception CAGR | 8.26% | 8.75% |
| Bumpiness · 3Y (annualised σ) | 0.45 | 3.29 |
| Worst drop ever | -1.81% | -7.88% |
| Sharpe · 3Y (rf=6%) | 5.08 | 1.18 |
Explore each fund individually
Reliance Yearly Interval Fund - Series 8 - Direct Plan - Growth Plan - Growth Option →Kotak Multi Asset Allocation Fund-Growth - Direct →
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