Kotak Multicap Fund vs Mahindra Manulife Multi Cap Fund compare

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tortoise-icon Kotak Multicap Fund-Regular Plan-Growth

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tortoise-icon Mahindra Manulife Multi Cap Fund - Regular Plan - 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 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) ₹14799 Cr ₹4735 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 1.84
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 -5.28% -5.05%
6 Month -3.88% -4.79%
1 Year 15.85% 11.49%
3 Year 22.51% 16.08%
5 Year - 22.42%

SIP Return Analysis

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 4.56% 2.54%
3 Year 26.93% 21.7%
5 Year - 24.01%

Rolling Lumpsum Returns

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
1 Year 29.57% 13.71%
3 Year 23.74% 23.06%
5 Year - 17.34%

Risk Management

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Standard Deviation 15.75% 13.97%
Sharp - 1.13%
Beta - 0.97%
Alpha - 1.14%

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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
Fund Manage 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 2.36 7.63
Large Cap 41.68 39.02
Small Cap 28.67 26.02
Mid Cap 26.96 27.33

Sector Allocation

Scheme Name

Kotak Multicap Fund-Regular Plan-Growth

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Others 2.36 7.63
IT - Software 13.66 7.87
Banks 11.42 9.02
Diversified FMCG 2.64 4.55
Printing & Publication 0.75 -
Healthcare Services 2.27 -
Cement & Cement Products 1.42 2.02
Petroleum Products 3.01 4.99
Pharmaceuticals & Biotechnology 1.9 3.61
Insurance 1.77 1.49
Industrial Manufacturing 2.66 2
Automobiles 10.2 2.37
Finance 6.16 4.81
Industrial Products 0.05 2.95
Gas 3.37 -
Telecom - Services 2.42 1.61
Entertainment 3.71 -
Construction 5.21 1.51
Aerospace & Defense 0.87 -
Auto Components 1.88 3.36
Consumer Durables 3.72 0.76
Leisure Services 2.65 2
Retailing 5.9 5.36
Power 4.28 2.18
Beverages 3.6 -
Capital Markets 1.16 7.33
Food Products 0.63 -
IT - Services - 0.42
Transport Services - 3.24
Agricultural, Commercial & Construction Vehicles - 0.85
Paper, Forest & Jute Products - 1.51
Electrical Equipment - 3.58
Agricultural Food & other Products - 3.13
Non - Ferrous Metals - 1.3
Textiles & Apparels - 2.33
Realty - 0.56
Personal Products - 0.52
Oil - 0.96
Chemicals & Petrochemicals - 1.62
Fertilizers & Agrochemicals - 2.56

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