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Kotak Multicap Fund vs Aditya Birla Sun Life Multi compare
Kotak Multicap Fund-Regular Plan-Growth
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Fund | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹19227 Cr | ₹6410 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 29 Sep 2021 | 07 May 2021 |
| 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% | 37% |
| Expense Ratio | 1.65 | 1.84 |
| Manager | Harsha Upadhyaya | Dhaval Joshi |
| ISIN Code | INF174KA1HS9 | INF209KB1Y23 |
| 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 | Aditya Birla Sun Life 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 | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Month | 3.47% | 2.98% |
| 6 Month | 18.4% | 16.84% |
| 1 Year | -3.14% | -2.52% |
| 3 Year | 21.74% | 15.99% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 6 Month | 5.11% | 4.24% |
| 1 Year | 12% | 11.26% |
| 3 Year | 20.31% | 16.03% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Year | 24.85% | 14.36% |
| 3 Year | 23.94% | 17.8% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 15.29% | 13.65% |
| Sharp | 0.95% | 0.67% |
| Beta | 1.09% | 0.97% |
| Alpha | 5.86% | 1.54% |
Fund Managers
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Dhaval Joshi |
| Total AUM | ₹139411 Cr | ₹361932 Cr |
| Funds Managed | 11 | 55 |
| Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Market Cap
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 2.37 | 8.09 |
| Large Cap | 41.56 | 40.14 |
| Small Cap | 31 | 29.45 |
| Mid Cap | 25.07 | 22.33 |
Sector Allocation
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 1.41 | 2.52 |
| Energy | 3.52 | 1.26 |
| Technology | 9.76 | 7.63 |
| Basic Materials | 6.25 | 9.83 |
| Consumer Cyclical | 20.14 | 15.71 |
| Financial Services | 23.35 | 26.36 |
| Communication Services | 7.55 | 2.86 |
| Healthcare | 2.85 | 7.67 |
| Industrials | 13.34 | 13.55 |
| Utilities | 5.86 | 1.46 |
| Consumer Defensive | 5.98 | 8.63 |
| Real Estate | - | 2.52 |
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