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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) | ₹23057 Cr | ₹3175 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 | -3.47% | -0.91% |
| 6 Month | 3.06% | 1.71% |
| 1 Year | 9.74% | 8.97% |
| 3 Year | 23.14% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | -3.12% | -2.51% |
| 1 Year | 3.97% | 1.4% |
| 3 Year | 14.11% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 19.81% | 4.94% |
| 3 Year | 23.39% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 15.75% | - |
| Sharp | 1.12% | - |
| Beta | 1.04% | - |
| Alpha | 3.48% | - |
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 | 7.68 | 10.59 |
| Large Cap | 43.57 | 38.9 |
| Mid Cap | 21.38 | 23.22 |
| Small Cap | 27.37 | 27.3 |
Sector Allocation
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Others | 1.78 | 1.65 |
| Energy | 2.95 | 4.02 |
| Technology | 8.39 | 10.46 |
| Basic Materials | 5.23 | 9.42 |
| Consumer Cyclical | 19.02 | 13.64 |
| Financial Services | 28.03 | 32.01 |
| Communication Services | 8.88 | 1.67 |
| Healthcare | 2.4 | 8 |
| Industrials | 10.17 | 9.17 |
| Utilities | 5.19 | 2.26 |
| Consumer Defensive | 7.94 | 5.88 |
| Real Estate | - | 1.83 |
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