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Kotak Multicap Fund vs ITI Multi Cap Fund Regular compare
ITI Multi Cap Fund Regular - Growth
Kotak Multicap Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| Fund | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1349 Cr | ₹23057 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 15 May 2019 | 29 Sep 2021 |
| 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 | 2.01 | 1.65 |
| Manager | Rohan Korde | Harsha Upadhyaya |
| ISIN Code | INF00XX01135 | INF174KA1HS9 |
| Exits Load | ITI Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Kotak Multicap 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 | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -0.97% | 0.84% |
| 6 Month | -1.44% | 3.92% |
| 1 Year | 4.93% | 9.62% |
| 3 Year | 19.04% | 23.26% |
| 5 Year | 14.09% | - |
SIP Return Analysis
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -1.14% | 1.74% |
| 1 Year | 7.01% | 15.4% |
| 3 Year | 11.49% | 17.27% |
| 5 Year | 13.79% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.92% | 19.81% |
| 3 Year | 18.38% | 23.39% |
| 5 Year | 18.73% | - |
Risk Management
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.67% | 15.75% |
| Sharp | 0.91% | 1.12% |
| Beta | 1.02% | 1.04% |
| Alpha | 0.29% | 3.48% |
Fund Managers
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| Name | Rohan Korde | Harsha Upadhyaya |
| Total AUM | ₹4626 Cr | ₹139411 Cr |
| Funds Managed | 10 | 11 |
| ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
ITI Multi Cap Fund Regular - Growth |
Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 11.04 | 7.68 |
| Large Cap | 40.76 | 43.57 |
| Small Cap | 21.66 | 27.37 |
| Mid Cap | 26.54 | 21.38 |
Sector Allocation
| Scheme Name |
ITI Multi Cap Fund Regular - Growth |
Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.14 | 1.78 |
| Energy | 4.63 | 2.95 |
| Technology | 10.43 | 8.39 |
| Consumer Defensive | 5.16 | 7.94 |
| Industrials | 19.21 | 10.17 |
| Financial Services | 23.64 | 28.03 |
| Basic Materials | 10.25 | 5.23 |
| Healthcare | 7.07 | 2.4 |
| Consumer Cyclical | 11.39 | 19.02 |
| Communication Services | 2.23 | 8.88 |
| Real Estate | 1.66 | - |
| Utilities | 1.18 | 5.19 |
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