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) | ₹18904 Cr | ₹6636 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 | -2.6% | -1.66% |
6 Month | 3.93% | 8.08% |
1 Year | -4.32% | -0.61% |
3 Year | 24.06% | 17.54% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
6 Month | 6.09% | 7.47% |
1 Year | 4.86% | 8.55% |
3 Year | 21.02% | 17.56% |
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 | 15.83% | 13.97% |
Sharp | 1.30% | 1.02% |
Beta | 1.08% | 0.94% |
Alpha | 5.19% | 0.83% |
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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 | 2.01 | 7.99 |
Large Cap | 43.48 | 39.38 |
Small Cap | 28.06 | 27.3 |
Mid Cap | 26.46 | 25.33 |
Sector Allocation
Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Others | 1.18 | 4.17 |
Energy | 3.7 | 2.02 |
Technology | 10.38 | 7.52 |
Basic Materials | 6 | 10.32 |
Consumer Cyclical | 19.91 | 16.16 |
Financial Services | 23.77 | 23.5 |
Consumer Defensive | 6.14 | 7.92 |
Communication Services | 7.91 | 3.06 |
Healthcare | 2.67 | 7.58 |
Industrials | 12.25 | 14.21 |
Utilities | 6.07 | 1.08 |
Real Estate | - | 2.45 |
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