Kotak Multicap Fund vs ITI Multi Cap Fund Regular compare
ITI Multi Cap Fund Regular - Growth
Kotak Multicap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
---|---|---|
Fund | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1313 Cr | ₹15726 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 15 May 2019 | 29 Sep 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% |
Expense Ratio | 2.01 | 1.65 |
Manager | Rohan Korde | Harsha Upadhyaya |
ISIN Code | INF00XX01135 | INF174KA1HS9 |
Exits Load | ITI Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Kotak Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
---|---|---|
1 Month | 6.78% | 7.12% |
6 Month | -17.91% | -15.24% |
1 Year | -2.87% | 2.99% |
3 Year | 16.27% | 20.61% |
5 Year | 22.25% | - |
SIP Return Analysis
Scheme Name | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
---|---|---|
6 Month | -8.65% | -7.76% |
1 Year | -18.43% | -13.41% |
3 Year | 14.77% | 19.8% |
5 Year | 15.41% | - |
Rolling Lumpsum Returns
Scheme Name | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
---|---|---|
1 Year | 18.63% | 29.52% |
3 Year | 17.75% | 23.98% |
5 Year | 16.88% | - |
Risk Management
Scheme Name | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.806% | 15.243% |
Sharp | 0.754% | 0.994% |
Beta | 0.935% | 1.05% |
Alpha | 2.853% | 6.664% |
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Fund Managers
Scheme Name | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
---|---|---|
Name | Rohan Korde | Harsha Upadhyaya |
Total AUM | ₹4626 Cr | ₹139411 Cr |
Funds Managed | 10 | 11 |
ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
ITI Multi Cap Fund Regular - Growth |
Kotak Multicap Fund-Regular Plan-Growth |
---|---|---|
Others | 5.67 | 1.63 |
Large Cap | 37.82 | 42.38 |
Small Cap | 31.26 | 30.26 |
Mid Cap | 25.25 | 25.73 |
Sector Allocation
Scheme Name |
ITI Multi Cap Fund Regular - Growth |
Kotak Multicap Fund-Regular Plan-Growth |
---|---|---|
Others | 3.9 | 1.57 |
Energy | 3.66 | 2.78 |
Technology | 12.49 | 11.69 |
Industrials | 19.38 | 11.53 |
Financial Services | 17.43 | 21.24 |
Healthcare | 8.49 | 2.58 |
Consumer Cyclical | 13.3 | 21.99 |
Basic Materials | 9.84 | 4.36 |
Utilities | 2.59 | 6.72 |
Consumer Defensive | 4.67 | 8 |
Communication Services | 1.87 | 7.55 |
Real Estate | 2.38 | - |
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