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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) | ₹20285 Cr | ₹6502 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 | 3.2% | 3.08% |
| 6 Month | 13.25% | 9.85% |
| 1 Year | 6.52% | 3.13% |
| 3 Year | 23.1% | 17.04% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 6 Month | 2.85% | 0.32% |
| 1 Year | 13.1% | 8.11% |
| 3 Year | 18.63% | 13.38% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Year | 23.75% | 12.74% |
| 3 Year | 23.38% | 17.21% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 15.15% | 13.54% |
| Sharp | 1.03% | 0.76% |
| Beta | 1.03% | 0.92% |
| Alpha | 3.18% | -0.86% |
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 | 5.95 | 7.25 |
| Large Cap | 40.62 | 41.99 |
| Mid Cap | 24.26 | 20.59 |
| Small Cap | 29.17 | 30.18 |
Sector Allocation
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 3.04 | 2.83 |
| Energy | 3.4 | 1.23 |
| Technology | 8.05 | 9.26 |
| Basic Materials | 5.7 | 9.32 |
| Consumer Cyclical | 20.95 | 15.92 |
| Financial Services | 25.21 | 27.67 |
| Communication Services | 6.84 | 2.77 |
| Healthcare | 2.63 | 8.64 |
| Industrials | 12.55 | 11.13 |
| Utilities | 6.12 | 1.13 |
| Consumer Defensive | 5.51 | 8.01 |
| Real Estate | - | 2.07 |
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