Kotak Multicap Fund vs Baroda BNP Paribas MULTI CAP FUND compare
Kotak Multicap Fund-Regular Plan-Growth
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Multicap Fund-Regular Plan-Growth | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹19227 Cr | ₹2923 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 29 Sep 2021 | 12 Sep 2003 |
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% | 80% |
Expense Ratio | 1.65 | 2 |
Manager | Harsha Upadhyaya | Sandeep Jain |
ISIN Code | INF174KA1HS9 | INF955L01674 |
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 | Baroda BNP Paribas Multi Cap 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 | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.09% | 4.05% |
6 Month | 20.56% | 15.95% |
1 Year | -2.17% | -2.17% |
3 Year | 23.13% | 19.5% |
5 Year | - | 24.01% |
SIP Return Analysis
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.11% | 4.23% |
1 Year | 12% | 8.35% |
3 Year | 20.31% | 17.7% |
5 Year | - | 18.23% |
Rolling Lumpsum Returns
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
---|---|---|
1 Year | 24.85% | 15.39% |
3 Year | 23.94% | 15.22% |
5 Year | - | 13.13% |
Risk Management
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.29% | 13.43% |
Sharp | 0.95% | 0.89% |
Beta | 1.09% | 0.89% |
Alpha | 5.86% | 1.86% |
Fund Managers
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Sandeep Jain |
Total AUM | ₹139411 Cr | ₹2238 Cr |
Funds Managed | 11 | 2 |
Kotak Multicap Fund-Regular Plan-Growth | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
---|---|---|
Others | 4.25 | 10.62 |
Large Cap | 41.47 | 38.07 |
Mid Cap | 23.79 | 23.2 |
Small Cap | 30.48 | 28.11 |
Sector Allocation
Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
---|---|---|
Others | 3.25 | 4.22 |
Energy | 3.16 | 2.97 |
Technology | 8.73 | 9.92 |
Basic Materials | 7.61 | 8.47 |
Consumer Cyclical | 20.91 | 16.94 |
Financial Services | 22.75 | 24.82 |
Communication Services | 7.24 | 1.71 |
Healthcare | 2.69 | 9.17 |
Industrials | 12.63 | 12.85 |
Utilities | 5.29 | 1.2 |
Consumer Defensive | 5.74 | 6.25 |
Real Estate | - | 1.47 |
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