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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) | ₹1326 Cr | ₹21541 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 | 1.59% | -0.04% |
| 6 Month | 5.17% | 8.98% |
| 1 Year | 2.93% | 5.99% |
| 3 Year | 18.75% | 22.8% |
| 5 Year | 17.37% | - |
SIP Return Analysis
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.06% | 4.98% |
| 1 Year | 15.95% | 20.68% |
| 3 Year | 15.7% | 20.51% |
| 5 Year | 15.99% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.72% | 23.75% |
| 3 Year | 18.35% | 23.38% |
| 5 Year | 18.98% | - |
Risk Management
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 14.98% | 15.15% |
| Sharp | 0.80% | 1.03% |
| Beta | 1.02% | 1.03% |
| Alpha | -0.29% | 3.18% |
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 | 10.05 | 7.45 |
| Large Cap | 39.45 | 41.6 |
| Small Cap | 23.01 | 28.94 |
| Mid Cap | 27.49 | 22.01 |
Sector Allocation
| Scheme Name |
ITI Multi Cap Fund Regular - Growth |
Kotak Multicap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.88 | 2.31 |
| Energy | 4.45 | 2.79 |
| Technology | 11.34 | 7.45 |
| Consumer Defensive | 5.95 | 8.44 |
| Industrials | 19.4 | 11.77 |
| Financial Services | 22.95 | 26.2 |
| Basic Materials | 8.93 | 5.55 |
| Healthcare | 7.08 | 2.54 |
| Consumer Cyclical | 11.39 | 19.96 |
| Communication Services | 2.34 | 7.47 |
| Real Estate | 2.05 | - |
| Utilities | 1.24 | 5.53 |
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