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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) | ₹1261 Cr | ₹19227 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 | 2.5% | 3.79% |
| 6 Month | 19.78% | 19.62% |
| 1 Year | -5.76% | -3.32% |
| 3 Year | 18.61% | 21.74% |
| 5 Year | 19.4% | - |
SIP Return Analysis
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 4.49% | 5.11% |
| 1 Year | 11.21% | 12% |
| 3 Year | 16.99% | 20.31% |
| 5 Year | 16.43% | - |
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% | 15.29% |
| Sharp | 0.77% | 0.95% |
| Beta | 1.07% | 1.09% |
| Alpha | 3.13% | 5.86% |
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 | 5.81 | 2.37 |
| Large Cap | 39.79 | 41.56 |
| Small Cap | 26.3 | 31 |
| Mid Cap | 28.09 | 25.07 |
Sector Allocation
| Scheme Name |
ITI Multi Cap Fund Regular - Growth |
Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.8 | 1.41 |
| Energy | 5.01 | 3.52 |
| Technology | 10.23 | 9.76 |
| Consumer Cyclical | 12.4 | 20.14 |
| Industrials | 19.58 | 13.34 |
| Consumer Defensive | 3.9 | 5.98 |
| Financial Services | 23.58 | 23.35 |
| Basic Materials | 8.54 | 6.25 |
| Healthcare | 8.4 | 2.85 |
| Communication Services | 2.26 | 7.55 |
| Real Estate | 2.03 | - |
| Utilities | 1.28 | 5.86 |
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