Kotak Multicap Fund vs Mirae Asset Multicap Fund compare
Kotak Multicap Fund-Regular Plan-Growth
Mirae Asset Multicap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Mirae Asset Multicap Fund - Regular (G) |
|---|---|---|
| Fund | Kotak Multicap Fund-Regular Plan-Growth | Mirae Asset Multicap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹20285 Cr | ₹4126 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Sep 2021 | 21 Aug 2023 |
| 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 | 1.65 | 1.89 |
| Manager | Harsha Upadhyaya | Ankit Jain |
| ISIN Code | INF174KA1HS9 | INF769K01KH4 |
| 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 | Mirae Asset 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 | Kotak Multicap Fund-Regular Plan-Growth | Mirae Asset Multicap Fund - Regular (G) |
|---|---|---|
| 1 Month | 0.78% | 1.16% |
| 6 Month | 12.9% | 11.15% |
| 1 Year | 4.3% | 4.77% |
| 3 Year | 22.22% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Mirae Asset Multicap Fund - Regular (G) |
|---|---|---|
| 6 Month | 4.58% | 2.62% |
| 1 Year | 18.11% | 17.11% |
| 3 Year | 19.99% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Mirae Asset Multicap Fund - Regular (G) |
|---|---|---|
| 1 Year | 23.75% | 8.31% |
| 3 Year | 23.38% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Mirae Asset Multicap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 15.15% | - |
| Sharp | 1.03% | - |
| Beta | 1.03% | - |
| Alpha | 3.18% | - |
Fund Managers
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Mirae Asset Multicap Fund - Regular (G) |
|---|---|---|
| Name | Harsha Upadhyaya | Ankit Jain |
| Total AUM | ₹139411 Cr | ₹47966 Cr |
| Funds Managed | 11 | 4 |
| Kotak Multicap Fund-Regular Plan-Growth | Mirae Asset Multicap Fund - Regular (G) |
Market Cap
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Mirae Asset Multicap Fund - Regular (G) |
|---|---|---|
| Others | 5.95 | 2.65 |
| Large Cap | 40.62 | 46.17 |
| Mid Cap | 24.26 | 21.62 |
| Small Cap | 29.17 | 29.56 |
Sector Allocation
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Mirae Asset Multicap Fund - Regular (G) |
|---|---|---|
| Others | 3.04 | 1.47 |
| Energy | 3.4 | 3.15 |
| Technology | 8.05 | 7.33 |
| Basic Materials | 5.7 | 7.96 |
| Consumer Cyclical | 20.95 | 17.25 |
| Financial Services | 25.21 | 26.72 |
| Communication Services | 6.84 | 3.14 |
| Healthcare | 2.63 | 10.29 |
| Industrials | 12.55 | 13.07 |
| Utilities | 6.12 | 2.36 |
| Consumer Defensive | 5.51 | 5.97 |
| Real Estate | - | 1.3 |
Top Comparisons
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.41%
LIC MF Equity Hybrid Fund-Growth
3Y Returns13.02%
Nippon India Conservative Hybrid Fund - Regular - Growth
3Y Returns9.07%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns8.27%
HSBC Medium to Long Duration Fund - Regular Growth
3Y Returns6.67%
Canara Robeco Income Fund - Regular Plan - Growth Option
3Y Returns6.28%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.5%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns7.22%