Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Multicap Fund vs Aditya Birla Sun Life Multi compare

Link copied to clipboard!

tortoise-icon Kotak Multicap Fund-Regular Plan-Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

ITI Banking and PSU Fund Regular - Growth ITI Banking and PSU Fund Regular - Growth

3Y Returns7.03%

VS

Sundaram Banking and PSU Fund - Regular Plan - Growth Sundaram Banking and PSU Fund - Regular Plan - Growth

3Y Returns7.47%

Compare Now

HSBC Large Cap Fund - Regular Growth HSBC Large Cap Fund - Regular Growth

3Y Returns14.63%

VS

Canara Robeco Large Cap Fund - Regular Plan - Growth Option Canara Robeco Large Cap Fund - Regular Plan - Growth Option

3Y Returns16.1%

Compare Now

Franklin India ELSS Tax Saver Fund-Growth Franklin India ELSS Tax Saver Fund-Growth

3Y Returns20.51%

VS

Bandhan ELSS Tax saver Fund - Regular Plan - Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth

3Y Returns16.47%

Compare Now

Edelweiss Liquid Fund - Regular Plan - Growth Option Edelweiss Liquid Fund - Regular Plan - Growth Option

3Y Returns6.92%

VS

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns6.97%

Compare Now
Add to Cart Successfully