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) | ₹21541 Cr | ₹2842 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 | 0.25% | 0.36% |
| 6 Month | 7.9% | 4.02% |
| 1 Year | 1.91% | 1.72% |
| 3 Year | 22.09% | 16.55% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| 6 Month | 4.4% | 2.01% |
| 1 Year | 19.63% | 13.03% |
| 3 Year | 19.49% | 14.1% |
| 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 | 4.52 |
| Large Cap | 41.6 | 48.59 |
| Mid Cap | 22.01 | 21.84 |
| Small Cap | 28.94 | 25.05 |
Sector Allocation
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| Others | 2.31 | 4.02 |
| Energy | 2.79 | 6.4 |
| Technology | 7.45 | 10.25 |
| Basic Materials | 5.55 | 7.16 |
| Consumer Cyclical | 19.96 | 11.96 |
| Financial Services | 26.2 | 28.26 |
| Communication Services | 7.47 | 1.67 |
| Healthcare | 2.54 | 6.35 |
| Industrials | 11.77 | 11.1 |
| Utilities | 5.53 | 1.04 |
| Consumer Defensive | 8.44 | 10.16 |
| Real Estate | - | 1.63 |
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