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Kotak Multicap Fund vs Aditya Birla Sun Life Multi compare

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tortoise-icon Kotak Multicap Fund-Regular Plan-Growth

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

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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) ₹15726 Cr ₹5879 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 3.16% 2.29%
6 Month -6.37% -5.92%
1 Year 4.38% 5.42%
3 Year 22.27% 15.06%
5 Year - -

SIP Return Analysis

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
6 Month -0.42% 0.39%
1 Year -7.39% -5.75%
3 Year 20.99% 15.48%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Year 29.52% 17.77%
3 Year 23.98% 17.97%
5 Year - -

Risk Management

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Standard Deviation 15.243% 13.457%
Sharp 0.994% 0.541%
Beta 1.05% 0.917%
Alpha 6.664% -0.116%

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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 1.63 2.78
Large Cap 42.38 45.24
Small Cap 30.26 26.38
Mid Cap 25.73 25.61

Sector Allocation

Scheme Name

Kotak Multicap Fund-Regular Plan-Growth

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Others 1.57 2.78
Technology 11.69 8.95
Consumer Cyclical 21.99 16.83
Financial Services 21.24 19.84
Consumer Defensive 8 8.79
Communication Services 7.55 3.45
Basic Materials 4.36 6.84
Energy 2.78 3.08
Healthcare 2.58 11.49
Industrials 11.53 12.86
Utilities 6.72 2.56
Real Estate - 2.55

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