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Kotak Multicap Fund vs Nippon India Multi Cap Fund compare

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tortoise-icon Kotak Multicap Fund-Regular Plan-Growth

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tortoise-icon Nippon India Multi Cap Fund-Growth Plan-Bonus Option

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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 Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Fund Kotak Multicap Fund-Regular Plan-Growth Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹22281 Cr ₹50048 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 29 Sep 2021 28 Mar 2005
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% 44%
Expense Ratio 1.65 1.6
Manager Harsha Upadhyaya Ashutosh Bhargava
ISIN Code INF174KA1HS9 INF204K01471
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 For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Nippon India Multi Cap Fund-Growth Plan-Bonus Option
1 Month 1.58% -
6 Month 6.74% -
1 Year 5.43% -
3 Year 23.74% -
5 Year - -

SIP Return Analysis

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Nippon India Multi Cap Fund-Growth Plan-Bonus Option
6 Month 4.97% -
1 Year 22.02% -
3 Year 19.43% -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Nippon India Multi Cap Fund-Growth Plan-Bonus Option
1 Year 23.75% -
3 Year 23.38% -
5 Year - -

Risk Management

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Standard Deviation 15.75% 12.95%
Sharp 1.06% 1.10%
Beta 1.03% 0.87%
Alpha 3.59% 3.87%

Fund Managers

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Name Harsha Upadhyaya Ashutosh Bhargava
Total AUM ₹139411 Cr ₹121448 Cr
Funds Managed 11 12
Kotak Multicap Fund-Regular Plan-Growth Nippon India Multi Cap Fund-Growth Plan-Bonus Option

Market Cap

Scheme Name

Kotak Multicap Fund-Regular Plan-Growth

Nippon India Multi Cap Fund-Growth Plan-Bonus Option

Others 1.33 1.98
Large Cap 41.6 42.73
Small Cap 27.83 29.87
Mid Cap 29.99 25.42

Sector Allocation

Scheme Name

Kotak Multicap Fund-Regular Plan-Growth

Nippon India Multi Cap Fund-Growth Plan-Bonus Option

Others 1.33 1.98
Petroleum Products 2.86 3.1
IT - Software 7.92 4.05
Pharmaceuticals & Biotechnology 2.65 5.38
Retailing 6.48 3.49
Cement & Cement Products 2.98 0.75
Banks 14.74 16.09
Printing & Publication 0.5 -
Consumer Durables 3.53 3.86
Insurance 1.38 3.51
Healthcare Services 1 1.43
Industrial Manufacturing 1.81 2.21
Transport Services 0.8 2.13
Finance 11.08 5.14
Telecom - Services 6.15 0.42
Gas 1.22 -
Diversified FMCG 4.81 1.57
Automobiles 11.17 1.05
Entertainment 1.74 1.66
Construction 4.29 3.2
Agricultural, Commercial & Construction Vehicles 1.42 0.2
Auto Components 0.93 5.52
Power 3.89 5.09
Fertilizers & Agrochemicals 0.66 -
Chemicals & Petrochemicals 1.01 3.02
Leisure Services 1.18 6.66
Beverages 2.84 0.31
Food Products 0.38 -
Electrical Equipment - 6.4
Ferrous Metals - 0.44
Capital Markets - 3.98
Commercial Services & Supplies - 0.47
Agricultural Food & other Products - 0.4
Industrial Products - 3.14
Personal Products - 1.42
Diversified - 0.44
Textiles & Apparels - 0.69
Realty - 0.08
Financial Technology (Fintech) - 0.72

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