Kotak Multicap Fund vs Mahindra Manulife Multi Cap Fund compare
Kotak Multicap Fund-Regular Plan-Growth
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Multicap Fund-Regular Plan-Growth | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹15726 Cr | ₹4750 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 29 Sep 2021 | 11 May 2017 |
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% | 110% |
Expense Ratio | 1.65 | 1.82 |
Manager | Harsha Upadhyaya | Manish Lodha |
ISIN Code | INF174KA1HS9 | INF174V01317 |
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 | Mahindra Manulife 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 | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 7.79% | 8.18% |
6 Month | -14.97% | -13.57% |
1 Year | 4.79% | 6.69% |
3 Year | 21.21% | 15.69% |
5 Year | - | 29.48% |
SIP Return Analysis
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -7.76% | -5.67% |
1 Year | -13.41% | -11.74% |
3 Year | 19.8% | 16.86% |
5 Year | - | 20.2% |
Rolling Lumpsum Returns
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 29.52% | 14.05% |
3 Year | 23.98% | 22.75% |
5 Year | - | 19.45% |
Risk Management
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.243% | 15.822% |
Sharp | 0.994% | 0.564% |
Beta | 1.05% | 1% |
Alpha | 6.664% | 2.224% |
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Fund Managers
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Manish Lodha |
Total AUM | ₹139411 Cr | ₹10881 Cr |
Funds Managed | 11 | 9 |
Kotak Multicap Fund-Regular Plan-Growth | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.63 | 3.34 |
Large Cap | 42.38 | 42.81 |
Small Cap | 30.26 | 28.49 |
Mid Cap | 25.73 | 25.35 |
Sector Allocation
Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.57 | 3.29 |
Technology | 11.69 | 7.65 |
Consumer Cyclical | 21.99 | 17.84 |
Financial Services | 21.24 | 29.06 |
Consumer Defensive | 8 | 4.16 |
Communication Services | 7.55 | 4.3 |
Basic Materials | 4.36 | 5.16 |
Energy | 2.78 | 6.09 |
Healthcare | 2.58 | 7.83 |
Industrials | 11.53 | 11.67 |
Utilities | 6.72 | 1.87 |
Real Estate | - | 1.09 |
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