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 | 8.51% | 7.01% |
6 Month | -9.5% | -10.96% |
1 Year | 7.02% | 9.4% |
3 Year | 21.38% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
6 Month | -1.73% | -2.4% |
1 Year | -7.86% | -7.64% |
3 Year | 20.97% | - |
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 |
Funds Managed | 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 | 1.63 | 3.11 |
Large Cap | 42.38 | 44.56 |
Small Cap | 30.26 | 25.08 |
Mid Cap | 25.73 | 27.24 |
Sector Allocation
Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Others | 1.57 | 2.08 |
Technology | 11.69 | 13.48 |
Consumer Cyclical | 21.99 | 13.9 |
Financial Services | 21.24 | 27.99 |
Consumer Defensive | 8 | 6 |
Communication Services | 7.55 | 2.63 |
Basic Materials | 4.36 | 5.25 |
Energy | 2.78 | 2.57 |
Healthcare | 2.58 | 9.29 |
Industrials | 11.53 | 12.31 |
Utilities | 6.72 | 1.95 |
Real Estate | - | 2.55 |
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