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) ₹14531 Cr ₹4083 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 29 Sep 2021 05 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 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit load of 1% if redeemed within 3 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
1 Month -6.06% -7.11%
6 Month 6.66% 5.14%
1 Year 35.76% 27.33%
3 Year 22.1% 16.29%
5 Year - 23.66%

SIP Return Analysis

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 24.32% 18.85%
3 Year 32.23% 25.87%
5 Year - 26.64%

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 2.79 2.28
Large Cap 40.78 44.94
Small Cap 29.47 27.65
Mid Cap 27.13 25.13

Sector Allocation

Scheme Name

Kotak Multicap Fund-Regular Plan-Growth

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Others 2.79 2.28
IT - Software 12.82 9.41
Banks 10.79 8.87
Diversified FMCG 2.96 4.98
Printing & Publication 0.74 -
Healthcare Services 2.35 -
Cement & Cement Products 1.49 3.55
Petroleum Products 3.34 5.27
Pharmaceuticals & Biotechnology 1.83 4.43
Insurance 1.85 1.44
Industrial Manufacturing 2.31 2.02
Finance 5.64 6.21
Industrial Products 0.17 4.13
Gas 3.72 -
Telecom - Services 2.61 1.13
Automobiles 10.15 2.28
Entertainment 3.85 -
Construction 5.13 1.59
Aerospace & Defense 0.76 -
Auto Components 2.7 3.64
Consumer Durables 3.59 1.81
Leisure Services 2.93 2.01
Retailing 6.08 6.43
Power 4.45 2.86
Beverages 3.28 0.39
Capital Markets 1.12 3.74
Food Products 0.72 -
IT - Services - 0.42
Transport Services - 2.88
Agricultural, Commercial & Construction Vehicles - 0.95
Paper, Forest & Jute Products - 1.69
Electrical Equipment - 2.41
Agricultural Food & other Products - 3.06
Oil - 2.69
Textiles & Apparels - 1.32
Realty - 0.52
Personal Products - 0.63
Chemicals & Petrochemicals - 2.38
Fertilizers & Agrochemicals - 2.58

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