Kotak Multicap Fund vs Quant Active Fund compare
Kotak Multicap Fund-Regular Plan-Growth
Quant Multi Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Quant Multi Cap Fund-Growth |
---|---|---|
Fund | Kotak Multicap Fund-Regular Plan-Growth | Quant Multi Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹18854 Cr | ₹9863 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 29 Sep 2021 | 04 Apr 2001 |
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% | % |
Expense Ratio | 1.65 | 1.73 |
Manager | Harsha Upadhyaya | Sanjeev Sharma |
ISIN Code | INF174KA1HS9 | INF966L01234 |
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 | Quant Active Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Quant Multi Cap Fund-Growth |
---|---|---|
1 Month | -0.04% | -3.02% |
6 Month | 12.75% | 8% |
1 Year | -0.36% | -13.62% |
3 Year | 23.46% | 13.09% |
5 Year | - | 23.19% |
SIP Return Analysis
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Quant Multi Cap Fund-Growth |
---|---|---|
6 Month | 3.48% | -0.6% |
1 Year | 2.53% | -7.9% |
3 Year | 18.78% | 6.66% |
5 Year | - | 12.99% |
Rolling Lumpsum Returns
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Quant Multi Cap Fund-Growth |
---|---|---|
1 Year | 24.85% | 16.85% |
3 Year | 23.94% | 20.14% |
5 Year | - | 19.12% |
Risk Management
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Quant Multi Cap Fund-Growth |
---|---|---|
Standard Deviation | 15.44% | 17.19% |
Sharp | 1.07% | 0.474% |
Beta | 1.10% | 1.132% |
Alpha | 5.39% | -0.949% |
Fund Managers
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Quant Multi Cap Fund-Growth |
---|---|---|
Name | Harsha Upadhyaya | Sanjeev Sharma |
Total AUM | ₹139411 Cr | ₹39731 Cr |
Funds Managed | 11 | 22 |
Kotak Multicap Fund-Regular Plan-Growth | Quant Multi Cap Fund-Growth |
Market Cap
Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Quant Multi Cap Fund-Growth |
---|---|---|
Others | 2.37 | 14.73 |
Large Cap | 41.56 | 33.22 |
Small Cap | 31 | 24.44 |
Mid Cap | 25.07 | 27.6 |
Sector Allocation
Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Quant Multi Cap Fund-Growth |
---|---|---|
Others | 1.41 | 13.17 |
Energy | 3.52 | 12.99 |
Technology | 9.76 | 1.33 |
Basic Materials | 6.25 | 3.4 |
Consumer Cyclical | 20.14 | 9.58 |
Financial Services | 23.35 | 12.03 |
Communication Services | 7.55 | 2.8 |
Healthcare | 2.85 | 8.77 |
Industrials | 13.34 | 16.29 |
Utilities | 5.86 | 5.5 |
Consumer Defensive | 5.98 | 10.25 |
Real Estate | - | 3.89 |
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