Kotak Multicap Fund vs Quant Active Fund compare

Overview

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	Quant Active Fund-Growth
Fund	Kotak Multicap Fund-Regular Plan-Growth	Quant Active Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹13203 Cr	₹10699 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	29 Sep 2021	21 Mar 2001
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	1.66	1.71
Manager	Harsha Upadhyaya	Sanjeev Sharma
ISIN Code	INF174KA1HS9	INF966L01234
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 15 days./365

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	Quant Active Fund-Growth
1 Month	1.71%	-0.63%
6 Month	21.71%	17.51%
1 Year	55.25%	45.65%
3 Year	-	23.72%
5 Year	-	33.33%

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	Quant Active Fund-Growth
6 Month	-	-
1 Year	23.65%	22.46%
3 Year	58.09%	49.79%
5 Year	58.09%	122.36%

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	Quant Active Fund-Growth
1 Year	27.7%	35.35%
3 Year	62.42%	86.28%
5 Year	62.42%	129.34%

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	Quant Active Fund-Growth
Standard Deviation	15.75%	15.95%
Sharp	-	1.05%
Beta	-	1.04%
Alpha	-	0.41%

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	Quant Active Fund-Growth
Name	Harsha Upadhyaya	Sanjeev Sharma
Total AUM	₹139411 Cr	₹39731 Cr
Fund Manage	11	22
	Kotak Multicap Fund-Regular Plan-Growth	Quant Active Fund-Growth

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	Quant Active Fund-Growth
Large Cap	45.54	37.5
Mid Cap	24.9	24.95
Small Cap	28.93	25.95
Others	1.18	11.6

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	Quant Active Fund-Growth
Automobiles	10.15	-
Banks	15.95	-
IT - Software	10.32	-
Petroleum Products	3.03	-
Retailing	4.07	-
Finance	5.47	-
Diversified FMCG	2.89	-
Power	4.62	-
Insurance	2.31	2.53
Construction	5.39	8.79
Gas	3.89	-
Healthcare Services	2.05	-
Entertainment	4.35	-
Personal Products	1.93	-
Industrial Manufacturing	2.54	-
Beverages	3.05	-
Cement and Cement Products	1.7	-
Auto Components	2.8	-
Consumer Durables	3.22	-
Leisure Services	2.7	-
Telecom - Services	1.27	-
Capital Markets	1.06	-
Food Products	0.94	-
Printing and Publication	0.88	-
Pharmaceuticals and Biotechnology	2.02	-
Industrial Products	0.77	-
Others	0.71	-1.4
Unclassified	0.47	0.01
Energy	-	16.47
Financial	-	15.93
Healthcare	-	7.9
Metals & Mining	-	11.09
Consumer Staples	-	8.14
Services	-	10.02
Automobile	-	4.65
Communication	-	2.77
Technology	-	4.83
Capital Goods	-	4.88
Textiles	-	1.02
Chemicals	-	1.68
Materials	-	0.69