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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) | ₹21541 Cr | ₹3104 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 | -0.7% | -0.89% |
| 6 Month | 6.72% | 2.89% |
| 1 Year | 2.33% | -2.91% |
| 3 Year | 22.12% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 3.27% | 1.54% |
| 1 Year | 19.21% | 12.86% |
| 3 Year | 19.12% | - |
| 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 | 15.17% | - |
| Sharp | 1.01% | - |
| Beta | 1.04% | - |
| Alpha | 3.71% | - |
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 | 7.45 | 7.08 |
| Large Cap | 41.6 | 38.83 |
| Mid Cap | 22.01 | 24.5 |
| Small Cap | 28.94 | 29.59 |
Sector Allocation
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Others | 2.31 | 1.21 |
| Energy | 2.79 | 4.13 |
| Technology | 7.45 | 11.29 |
| Basic Materials | 5.55 | 8.89 |
| Consumer Cyclical | 19.96 | 13.76 |
| Financial Services | 26.2 | 31.08 |
| Communication Services | 7.47 | 1.66 |
| Healthcare | 2.54 | 9.4 |
| Industrials | 11.77 | 8.96 |
| Utilities | 5.53 | 2.36 |
| Consumer Defensive | 8.44 | 5.28 |
| Real Estate | - | 1.99 |
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