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) | ₹18904 Cr | ₹5762 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 | -1.97% | -1.23% |
6 Month | 6.6% | 12.16% |
1 Year | -3.36% | 0.12% |
3 Year | 24.34% | 21.89% |
5 Year | - | 26.45% |
SIP Return Analysis
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.09% | 8.28% |
1 Year | 4.86% | 11.07% |
3 Year | 21.02% | 20.45% |
5 Year | - | 21.05% |
Rolling Lumpsum Returns
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 26.52% | 13.05% |
3 Year | 22.71% | 22.32% |
5 Year | - | 20.89% |
Risk Management
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.83% | 14.96% |
Sharp | 1.30% | 1.19% |
Beta | 1.08% | 0.97% |
Alpha | 5.19% | 4.08% |
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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 | 2.01 | 7.79 |
Large Cap | 43.48 | 34.22 |
Small Cap | 28.06 | 29.59 |
Mid Cap | 26.46 | 28.41 |
Sector Allocation
Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.18 | 3.62 |
Energy | 3.7 | 3.22 |
Technology | 10.38 | 6.17 |
Basic Materials | 6 | 9.03 |
Consumer Cyclical | 19.91 | 12.11 |
Financial Services | 23.77 | 32.8 |
Consumer Defensive | 6.14 | 1.43 |
Communication Services | 7.91 | 3.87 |
Healthcare | 2.67 | 11.21 |
Industrials | 12.25 | 12.72 |
Utilities | 6.07 | 2.33 |
Real Estate | - | 1.5 |
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