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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 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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