Kotak Multicap Fund vs Aditya Birla Sun Life Multi compare
Kotak Multicap Fund-Regular Plan-Growth
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Fund | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹15726 Cr | ₹5879 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 29 Sep 2021 | 07 May 2021 |
Category | Multi Cap | Multi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
Turn Over | 65.88% | 37% |
Expense Ratio | 1.65 | 1.84 |
Manager | Harsha Upadhyaya | Dhaval Joshi |
ISIN Code | INF174KA1HS9 | INF209KB1Y23 |
Exits Load | Kotak Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
1 Month | -6.59% | -5.82% |
6 Month | -12.98% | -12.28% |
1 Year | 3.39% | 3.94% |
3 Year | 21.37% | 12.92% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -11.84% | -12.29% |
3 Year | 20.14% | 12.56% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
1 Year | 29.52% | 17.77% |
3 Year | 23.98% | 17.97% |
5 Year | - | - |
Risk Management
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Standard Deviation | 15.243% | 13.457% |
Sharp | 0.994% | 0.541% |
Beta | 1.05% | 0.917% |
Alpha | 6.664% | -0.116% |
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Fund Managers
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Name | Harsha Upadhyaya | Dhaval Joshi |
Total AUM | ₹139411 Cr | ₹361932 Cr |
Fund Manage | 11 | 55 |
Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Market Cap
Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Others | 2.36 | 1.96 |
Large Cap | 41.68 | 45.5 |
Small Cap | 28.67 | 26.6 |
Mid Cap | 26.96 | 25.94 |
Sector Allocation
Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Others | 2.36 | 1.96 |
IT - Software | 13.66 | - |
Banks | 11.42 | - |
Diversified FMCG | 2.64 | - |
Printing & Publication | 0.75 | - |
Healthcare Services | 2.27 | - |
Cement & Cement Products | 1.42 | - |
Petroleum Products | 3.01 | - |
Pharmaceuticals & Biotechnology | 1.9 | - |
Insurance | 1.77 | 1.61 |
Industrial Manufacturing | 2.66 | - |
Automobiles | 10.2 | - |
Finance | 6.16 | - |
Industrial Products | 0.05 | - |
Gas | 3.37 | - |
Telecom - Services | 2.42 | - |
Entertainment | 3.71 | - |
Construction | 5.21 | 7.43 |
Aerospace & Defense | 0.87 | - |
Auto Components | 1.88 | - |
Consumer Durables | 3.72 | - |
Leisure Services | 2.65 | - |
Retailing | 5.9 | - |
Power | 4.28 | - |
Beverages | 3.6 | - |
Capital Markets | 1.16 | - |
Food Products | 0.63 | - |
Energy | - | 7.74 |
Technology | - | 5.11 |
Automobile | - | 7.17 |
Materials | - | 4.67 |
Healthcare | - | 9.08 |
Metals & Mining | - | 3.21 |
Financial | - | 21.64 |
Services | - | 6.67 |
Capital Goods | - | 11.52 |
Consumer Staples | - | 3.62 |
Consumer Discretionary | - | 4.47 |
Communication | - | 2.47 |
Chemicals | - | 1.63 |
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