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) ₹13203 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 1.66 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 1.71% 3.09%
6 Month 21.71% 21.86%
1 Year 55.25% 46.9%
3 Year - 24.17%
5 Year - 28.57%

SIP Return Analysis

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 23.65% 18.29%
3 Year 58.09% 45.94%
5 Year 58.09% 97.03%

Rolling Lumpsum Returns

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
1 Year 27.7% 28.49%
3 Year 62.42% 72.38%
5 Year 62.42% 108.27%

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

Large Cap 45.54 43.46
Mid Cap 24.9 27.72
Small Cap 28.93 25.88
Others 1.18 2.94

Sector Allocation

Scheme Name

Kotak Multicap Fund-Regular Plan-Growth

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Automobiles 10.15 1.72
Banks 15.95 10.95
IT - Software 10.32 10.48
Petroleum Products 3.03 6.68
Retailing 4.07 2.73
Finance 5.47 4.11
Diversified FMCG 2.89 4.24
Power 4.62 3.91
Insurance 2.31 -
Construction 5.39 2.76
Gas 3.89 -
Healthcare Services 2.05 0.44
Entertainment 4.35 -
Personal Products 1.93 -
Industrial Manufacturing 2.54 2.93
Beverages 3.05 0.97
Cement and Cement Products 1.7 -
Auto Components 2.8 4.04
Consumer Durables 3.22 1.51
Leisure Services 2.7 1.97
Telecom - Services 1.27 3.29
Capital Markets 1.06 2.36
Food Products 0.94 -
Printing and Publication 0.88 -
Pharmaceuticals and Biotechnology 2.02 -
Industrial Products 0.77 5.01
Others 0.71 2.92
Unclassified 0.47 -
Cement & Cement Products - 4.57
Pharmaceuticals & Biotechnology - 5.85
Oil - 3.63
Fertilizers & Agrochemicals - 1.99
Agricultural Food & other Products - 2.96
Paper, Forest & Jute Products - 1.52
Electrical Equipment - 2.37
Transport Services - 1.24
Agricultural, Commercial & Construction Vehicles - 1.02
Realty - 0.74
Textiles & Apparels - 0.69
Chemicals & Petrochemicals - 0.4

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