Kotak Multicap Fund vs Aditya Birla Sun Life Multi compare

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tortoise-icon Kotak Multicap Fund-Regular Plan-Growth

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tortoise-icon Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High
Asset Size (Cr) ₹13203 Cr ₹5984 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
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 1.66 1.82
Manager Harsha Upadhyaya Dhaval Joshi
ISIN Code INF174KA1HS9 INF209KB1Y23
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Month 1.71% 1.75%
6 Month 21.71% 20.87%
1 Year 55.25% 38.73%
3 Year - 19.22%
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 23.65% 17.23%
3 Year 58.09% 38.9%
5 Year 58.09% 40.78%

Rolling Lumpsum Returns

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Year 27.7% 17.03%
3 Year 62.42% 46.52%
5 Year 62.42% 46.98%

Risk Management

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Standard Deviation 15.75% 11.64%
Sharp - 1.05%
Beta - 0.83%
Alpha - -0.28%

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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

Large Cap 45.54 45.5
Mid Cap 24.9 25.94
Small Cap 28.93 26.6
Others 1.18 1.96

Sector Allocation

Scheme Name

Kotak Multicap Fund-Regular Plan-Growth

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Automobiles 10.15 -
Banks 15.95 -
IT - Software 10.32 -
Petroleum Products 3.03 -
Retailing 4.07 -
Finance 5.47 -
Diversified FMCG 2.89 -
Power 4.62 -
Insurance 2.31 1.61
Construction 5.39 7.43
Gas 3.89 -
Healthcare Services 2.05 -
Entertainment 4.35 -
Personal Products 1.93 -
Industrial Manufacturing 2.54 -
Beverages 3.05 -
Cement and Cement Products 1.7 -
Auto Components 2.8 -
Consumer Durables 3.22 -
Leisure Services 2.7 -
Telecom - Services 1.27 -
Capital Markets 1.06 -
Food Products 0.94 -
Printing and Publication 0.88 -
Pharmaceuticals and Biotechnology 2.02 -
Industrial Products 0.77 -
Others 0.71 1.96
Unclassified 0.47 -
Financial - 21.64
Energy - 7.74
Technology - 5.11
Communication - 2.47
Capital Goods - 11.52
Healthcare - 9.08
Automobile - 7.17
Metals & Mining - 3.21
Materials - 4.67
Chemicals - 1.63
Services - 6.67
Consumer Discretionary - 4.47
Consumer Staples - 3.62

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