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) ₹14531 Cr ₹5984 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 1.82
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 -6.06% -6.64%
6 Month 6.66% 6.74%
1 Year 35.76% 28.78%
3 Year 22.1% 13.96%
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 24.32% 21.77%
3 Year 32.23% 23.09%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Year 29.57% 17.17%
3 Year 23.74% 18.99%
5 Year - -

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

Others 2.79 1.96
Large Cap 40.78 45.5
Small Cap 29.47 26.6
Mid Cap 27.13 25.94

Sector Allocation

Scheme Name

Kotak Multicap Fund-Regular Plan-Growth

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Others 2.79 1.96
IT - Software 12.82 -
Banks 10.79 -
Diversified FMCG 2.96 -
Printing & Publication 0.74 -
Healthcare Services 2.35 -
Cement & Cement Products 1.49 -
Petroleum Products 3.34 -
Pharmaceuticals & Biotechnology 1.83 -
Insurance 1.85 1.61
Industrial Manufacturing 2.31 -
Finance 5.64 -
Industrial Products 0.17 -
Gas 3.72 -
Telecom - Services 2.61 -
Automobiles 10.15 -
Entertainment 3.85 -
Construction 5.13 7.43
Aerospace & Defense 0.76 -
Auto Components 2.7 -
Consumer Durables 3.59 -
Leisure Services 2.93 -
Retailing 6.08 -
Power 4.45 -
Beverages 3.28 -
Capital Markets 1.12 -
Food Products 0.72 -
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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