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Kotak Multicap Fund vs Mahindra Manulife Multi Cap Fund compare
Kotak Multicap Fund-Regular Plan-Growth
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹23057 Cr | ₹6133 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 | -3.9% | -1.12% |
| 6 Month | 2.83% | -1.01% |
| 1 Year | 9.62% | 11.02% |
| 3 Year | 23.13% | 21.13% |
| 5 Year | - | 21.02% |
SIP Return Analysis
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.12% | -3.06% |
| 1 Year | 3.97% | 0.79% |
| 3 Year | 14.11% | 11.22% |
| 5 Year | - | 14.79% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 19.81% | 9.14% |
| 3 Year | 23.39% | 21.71% |
| 5 Year | - | 22.29% |
Risk Management
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.75% | 13.97% |
| Sharp | 1.12% | 0.91% |
| Beta | 1.04% | 0.99% |
| Alpha | 3.48% | 0.69% |
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 | 7.68 | 12.73 |
| Large Cap | 43.57 | 37.88 |
| Mid Cap | 21.38 | 22.53 |
| Small Cap | 27.37 | 26.85 |
Sector Allocation
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.78 | 1.64 |
| Energy | 2.95 | 2.11 |
| Technology | 8.39 | 7.15 |
| Basic Materials | 5.23 | 8.23 |
| Consumer Cyclical | 19.02 | 12.25 |
| Financial Services | 28.03 | 30.94 |
| Communication Services | 8.88 | 4.08 |
| Healthcare | 2.4 | 14.11 |
| Industrials | 10.17 | 17.41 |
| Utilities | 5.19 | 1.05 |
| Consumer Defensive | 7.94 | - |
| Real Estate | - | 1.03 |
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