Kotak Multicap Fund vs Edelweiss Multi Cap Fund compare

Kotak Multicap Fund vs Edelweiss Multi Cap Fund compare

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Kotak Multicap Fund-Regular Plan-Growth

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Edelweiss Multi Cap Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹19227 Cr	₹2883 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	3.06%	0.4%
6 Month	17.26%	13.37%
1 Year	1.22%	-4.44%
3 Year	24.74%	-
5 Year	-	-

SIP Return Analysis

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	Edelweiss Multi Cap Fund - Regular (G)
6 Month	6.12%	1.7%
1 Year	19.22%	9.46%
3 Year	21.31%	-
5 Year	-	-

Rolling Lumpsum Returns

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	Edelweiss Multi Cap Fund - Regular (G)
1 Year	23.75%	8.82%
3 Year	23.38%	-
5 Year	-	-

Risk Management

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	Edelweiss Multi Cap Fund - Regular (G)
Standard Deviation	15.21%	-
Sharp	1.05%	-
Beta	1.11%	-
Alpha	5.56%	-

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	4.25	4.59
Large Cap	41.47	40.69
Mid Cap	23.79	24.37
Small Cap	30.48	30.35

Sector Allocation

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	Edelweiss Multi Cap Fund - Regular (G)
Others	3.25	0.8
Energy	3.16	4.04
Technology	8.73	11.63
Basic Materials	7.61	6.93
Consumer Cyclical	20.91	14.83
Financial Services	22.75	30.26
Communication Services	7.24	1.65
Healthcare	2.69	10.93
Industrials	12.63	8.32
Utilities	5.29	2.47
Consumer Defensive	5.74	6.27
Real Estate	-	1.88

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