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Kotak Multicap Fund vs Mahindra Manulife Multi Cap Fund compare

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tortoise-icon Kotak Multicap Fund-Regular Plan-Growth

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tortoise-icon Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Fund Kotak Multicap Fund-Regular Plan-Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹22281 Cr ₹6125 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 29 Sep 2021 11 May 2017
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% 110%
Expense Ratio 1.65 1.82
Manager Harsha Upadhyaya Manish Lodha
ISIN Code INF174KA1HS9 INF174V01317
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 Mahindra Manulife 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 Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
1 Month -0.54% -1.77%
6 Month 7.31% 2.62%
1 Year 1.76% -0.02%
3 Year 22.07% 18.38%
5 Year - 21.65%

SIP Return Analysis

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
6 Month 3.27% 0.38%
1 Year 19.21% 12.19%
3 Year 19.12% 15.26%
5 Year - 16.79%

Rolling Lumpsum Returns

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
1 Year 23.75% 9.77%
3 Year 23.38% 21.95%
5 Year - 22.48%

Risk Management

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Standard Deviation 15.17% 14.79%
Sharp 1.01% 0.82%
Beta 1.04% 0.99%
Alpha 3.71% 1.02%

Fund Managers

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Name Harsha Upadhyaya Manish Lodha
Total AUM ₹139411 Cr ₹10881 Cr
Funds Managed 11 9
Kotak Multicap Fund-Regular Plan-Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Multicap Fund-Regular Plan-Growth

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Others 7.45 7.84
Large Cap 41.6 36.15
Mid Cap 22.01 31.52
Small Cap 28.94 24.48

Sector Allocation

Scheme Name

Kotak Multicap Fund-Regular Plan-Growth

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Others 2.31 3.31
Energy 2.79 2.03
Technology 7.45 8.04
Basic Materials 5.55 7.97
Consumer Cyclical 19.96 12.7
Financial Services 26.2 27.73
Communication Services 7.47 3.7
Healthcare 2.54 15.66
Industrials 11.77 15.4
Utilities 5.53 1.19
Consumer Defensive 8.44 -
Real Estate - 2.27

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