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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) | ₹22281 Cr | ₹6781 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 | 0.11% | -0.56% |
| 6 Month | 3.67% | -1.61% |
| 1 Year | 6.29% | 2.94% |
| 3 Year | 22.57% | 16.45% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 6 Month | 1.93% | -0.08% |
| 1 Year | 14.61% | 7.7% |
| 3 Year | 16.98% | 11.56% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Year | 20.21% | 9.56% |
| 3 Year | 23.43% | 17.19% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 15.75% | 11.64% |
| Sharp | 1.12% | 0.82% |
| Beta | 1.04% | 0.93% |
| Alpha | 3.48% | -0.95% |
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 | 7.45 | 9.04 |
| Large Cap | 42.76 | 43.34 |
| Mid Cap | 21.38 | 19.56 |
| Small Cap | 28.41 | 28.07 |
Sector Allocation
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 1.29 | 3.16 |
| Energy | 2.87 | 1.36 |
| Technology | 7.92 | 9.92 |
| Basic Materials | 5.38 | 6.68 |
| Consumer Cyclical | 19.8 | 17.6 |
| Financial Services | 27.23 | 29.2 |
| Communication Services | 8.4 | 3.32 |
| Healthcare | 2.52 | 7.62 |
| Industrials | 11.44 | 10.23 |
| Utilities | 5.11 | 0.59 |
| Consumer Defensive | 8.03 | 7.74 |
| Real Estate | - | 2.58 |
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