- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Multicap Fund vs Edelweiss Multi Cap Fund compare
Kotak Multicap Fund-Regular Plan-Growth
Edelweiss Multi Cap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Fund | Kotak Multicap Fund-Regular Plan-Growth | Edelweiss Multi Cap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹18854 Cr | ₹2909 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 29 Sep 2021 | 25 Oct 2023 |
| 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% | % |
| Expense Ratio | 1.65 | 1.94 |
| Manager | Harsha Upadhyaya | Trideep Bhattacharya |
| ISIN Code | INF174KA1HS9 | INF754K01RW0 |
| 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 | Edelweiss 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 | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | -0.14% | -1.19% |
| 6 Month | 13.42% | 12.84% |
| 1 Year | -1.3% | -0.81% |
| 3 Year | 23.43% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 3.48% | 3.12% |
| 1 Year | 2.53% | 1.63% |
| 3 Year | 18.78% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 24.85% | 10.35% |
| 3 Year | 23.94% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 15.44% | - |
| Sharp | 1.07% | - |
| Beta | 1.10% | - |
| Alpha | 5.39% | - |
Fund Managers
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Name | Harsha Upadhyaya | Trideep Bhattacharya |
| Total AUM | ₹139411 Cr | ₹0 Cr |
| Funds Managed | 11 | 9 |
| Kotak Multicap Fund-Regular Plan-Growth | Edelweiss Multi Cap Fund - Regular (G) |
Market Cap
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Others | 2.37 | 5.43 |
| Large Cap | 41.56 | 40.68 |
| Small Cap | 31 | 29.84 |
| Mid Cap | 25.07 | 24.05 |
Sector Allocation
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Others | 1.41 | 1.56 |
| Energy | 3.52 | 4.22 |
| Technology | 9.76 | 9.63 |
| Basic Materials | 6.25 | 7.2 |
| Consumer Cyclical | 20.14 | 13.74 |
| Financial Services | 23.35 | 30.97 |
| Communication Services | 7.55 | 1.65 |
| Healthcare | 2.85 | 11.85 |
| Industrials | 13.34 | 8.73 |
| Utilities | 5.86 | 2.5 |
| Consumer Defensive | 5.98 | 5.98 |
| Real Estate | - | 1.97 |
Top Comparisons
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns17.91%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns18.11%
Nippon India Aggressive Hybrid Fund - Regular - Growth
3Y Returns15.64%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns13.53%
HDFC Focused Fund - GROWTH PLAN
3Y Returns22.83%
DSP Focused Fund - Regular Plan - Growth
3Y Returns16.7%
Invesco India Largecap Fund - Growth
3Y Returns16.26%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns12.48%
