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) | ₹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 |
Top Comparisons
Aditya Birla Sun Life Consumption Fund-Growth Option
3Y Returns14.17%
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
3Y Returns15.22%
ITI Pharma and Healthcare Fund Regular - Growth
3Y Returns18.56%
Quant Healthcare Fund Regular - Growth
3Y Returns0%
SBI Long Duration Fund - Regular Plan - Growth
3Y Returns0%
SBI Long Duration Fund - Regular Plan - Growth
3Y Returns0%
PGIM India Money Market Fund - Regular Plan - Growth Option
3Y Returns7.15%
Edelweiss Money Market Fund - Regular Plan - Growth Option
3Y Returns6.74%