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 | Very High |
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 | 7.79% | 8.04% |
6 Month | -14.97% | -13.59% |
1 Year | 4.79% | 7.59% |
3 Year | 21.21% | 13.55% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
6 Month | -7.76% | -6.18% |
1 Year | -13.41% | -10.65% |
3 Year | 19.8% | 14.37% |
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 |
Funds Managed | 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 | 1.63 | 2.78 |
Large Cap | 42.38 | 45.24 |
Small Cap | 30.26 | 26.38 |
Mid Cap | 25.73 | 25.61 |
Sector Allocation
Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Others | 1.57 | 2.78 |
Technology | 11.69 | 8.95 |
Consumer Cyclical | 21.99 | 16.83 |
Financial Services | 21.24 | 19.84 |
Consumer Defensive | 8 | 8.79 |
Communication Services | 7.55 | 3.45 |
Basic Materials | 4.36 | 6.84 |
Energy | 2.78 | 3.08 |
Healthcare | 2.58 | 11.49 |
Industrials | 11.53 | 12.86 |
Utilities | 6.72 | 2.56 |
Real Estate | - | 2.55 |
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