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Kotak Multicap Fund vs Edelweiss Multi Cap Fund compare
Kotak Multicap Fund-Regular Plan-Growth
Edelweiss Multi Cap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Fund | Kotak Multicap Fund-Regular Plan-Growth | Edelweiss Multi Cap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹15726 Cr | ₹2506 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 29 Sep 2021 | 25 Oct 2023 |
| 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% | % |
| Expense Ratio | 1.65 | 1.94 |
| Manager | Harsha Upadhyaya | Trideep Bhattacharya |
| ISIN Code | INF174KA1HS9 | INF754K01RW0 |
| 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 | Edelweiss 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 | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | -5.06% | -3.88% |
| 6 Month | -16.52% | -15.54% |
| 1 Year | -0.18% | 4.22% |
| 3 Year | 21.25% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | -12.37% | -12.67% |
| 1 Year | -21.55% | -19.52% |
| 3 Year | 16.43% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 29.52% | 33.22% |
| 3 Year | 23.98% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 15.243% | - |
| Sharp | 0.994% | - |
| Beta | 1.05% | - |
| Alpha | 6.664% | - |
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Fund Managers
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Name | Harsha Upadhyaya | Trideep Bhattacharya |
| Total AUM | ₹139411 Cr | ₹0 Cr |
| Fund Manage | 11 | 9 |
| Kotak Multicap Fund-Regular Plan-Growth | Edelweiss Multi Cap Fund - Regular (G) |
Market Cap
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Others | 1.6326 | 3.11499 |
| Large Cap | 42.37681 | 44.55746 |
| Small Cap | 30.2594 | 25.08404 |
| Mid Cap | 25.73118 | 27.24353 |
Sector Allocation
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Others | 1.56525 | 2.08201 |
| Technology | 11.69405 | 13.48337 |
| Consumer Cyclical | 21.98901 | 13.89667 |
| Financial Services | 21.23581 | 27.99255 |
| Consumer Defensive | 7.99505 | 6.00012 |
| Communication Services | 7.55119 | 2.62937 |
| Basic Materials | 4.36307 | 5.25189 |
| Energy | 2.77623 | 2.57005 |
| Healthcare | 2.5776 | 9.2895 |
| Industrials | 11.53225 | 12.30777 |
| Utilities | 6.72048 | 1.94952 |
| Real Estate | - | 2.5472 |
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