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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) | ₹1305 Cr | ₹18904 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 | -4.42% | -3.42% |
| 6 Month | 4.13% | 2.6% |
| 1 Year | -3.83% | -1.86% |
| 3 Year | 19.25% | 22.6% |
| 5 Year | 18.64% | - |
SIP Return Analysis
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 5.45% | 4.78% |
| 1 Year | 1.4% | 1.22% |
| 3 Year | 15.25% | 18.34% |
| 5 Year | 15.47% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.48% | 24.85% |
| 3 Year | 18.05% | 23.94% |
| 5 Year | 18.7% | - |
Risk Management
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 15.02% | 15.44% |
| Sharp | 0.92% | 1.07% |
| Beta | 1.03% | 1.08% |
| Alpha | 2.81% | 5.19% |
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 | 5.46 | 2.01 |
| Large Cap | 39.67 | 43.48 |
| Small Cap | 26.98 | 28.06 |
| Mid Cap | 27.89 | 26.46 |
Sector Allocation
| Scheme Name |
ITI Multi Cap Fund Regular - Growth |
Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.21 | 1.18 |
| Energy | 5.16 | 3.7 |
| Technology | 11.08 | 10.38 |
| Industrials | 18.27 | 12.25 |
| Financial Services | 23.36 | 23.77 |
| Basic Materials | 11.64 | 6 |
| Healthcare | 7.09 | 2.67 |
| Consumer Cyclical | 11.47 | 19.91 |
| Consumer Defensive | 3.11 | 6.14 |
| Communication Services | 2.32 | 7.91 |
| Real Estate | 2.05 | - |
| Utilities | 1.25 | 6.07 |
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