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) | ₹18854 Cr | ₹2953 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 | -0.46% | -0.47% |
6 Month | 12.96% | 11.34% |
1 Year | -2.02% | -0.22% |
3 Year | 23.82% | 20.12% |
5 Year | - | 23.91% |
SIP Return Analysis
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.48% | 2.91% |
1 Year | 2.53% | 0.56% |
3 Year | 18.78% | 16.3% |
5 Year | - | 17.72% |
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 | 15.44% | 13.43% |
Sharp | 1.07% | 1.01% |
Beta | 1.10% | 0.89% |
Alpha | 5.39% | 1.23% |
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 | 2.37 | 8.89 |
Large Cap | 41.56 | 36.41 |
Small Cap | 31 | 29.96 |
Mid Cap | 25.07 | 24.74 |
Sector Allocation
Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
---|---|---|
Others | 1.41 | 3.91 |
Energy | 3.52 | 3.01 |
Technology | 9.76 | 8.98 |
Basic Materials | 6.25 | 8.65 |
Consumer Cyclical | 20.14 | 15.29 |
Financial Services | 23.35 | 25.23 |
Communication Services | 7.55 | 1.72 |
Healthcare | 2.85 | 11.05 |
Industrials | 13.34 | 14.46 |
Utilities | 5.86 | 1.29 |
Consumer Defensive | 5.98 | 5.53 |
Real Estate | - | 0.89 |
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