Kotak Multicap Fund vs BANDHAN MULTI CAP FUND compare
Kotak Multicap Fund-Regular Plan-Growth
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
Chart Comparison
Overview
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| Fund | Kotak Multicap Fund-Regular Plan-Growth | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹22281 Cr | ₹2890 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Sep 2021 | 02 Dec 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% | 21% |
| Expense Ratio | 1.65 | 1.99 |
| Manager | Harsha Upadhyaya | Harshal Joshi |
| ISIN Code | INF174KA1HS9 | INF194KB1CI6 |
| 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 | Bandhan Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| 1 Month | -1.06% | -0.65% |
| 6 Month | 7.92% | 3.14% |
| 1 Year | 2.74% | 2.89% |
| 3 Year | 22.43% | 16.62% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| 6 Month | 1.87% | 0.14% |
| 1 Year | 15.17% | 9.15% |
| 3 Year | 18.66% | 13.41% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| 1 Year | 23.75% | 19.51% |
| 3 Year | 23.38% | 17.89% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| Standard Deviation | 15.17% | 12.51% |
| Sharp | 1.01% | 0.82% |
| Beta | 1.04% | 0.86% |
| Alpha | 3.71% | 0.64% |
Fund Managers
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| Name | Harsha Upadhyaya | Harshal Joshi |
| Total AUM | ₹139411 Cr | ₹42965 Cr |
| Funds Managed | 11 | 20 |
| Kotak Multicap Fund-Regular Plan-Growth | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
Market Cap
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| Others | 7.45 | 3.17 |
| Large Cap | 42.76 | 49.33 |
| Mid Cap | 21.38 | 22.16 |
| Small Cap | 28.41 | 25.33 |
Sector Allocation
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| Others | 1.29 | 2.71 |
| Energy | 2.87 | 6.42 |
| Technology | 7.92 | 11.12 |
| Basic Materials | 5.38 | 7.3 |
| Consumer Cyclical | 19.8 | 11.62 |
| Financial Services | 27.23 | 28.92 |
| Communication Services | 8.4 | 1.77 |
| Healthcare | 2.52 | 6.79 |
| Industrials | 11.44 | 10.53 |
| Utilities | 5.11 | 0.99 |
| Consumer Defensive | 8.03 | 10.18 |
| Real Estate | - | 1.65 |
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