Kotak Multicap Fund vs Quant Active Fund compare

Kotak Multicap Fund vs Quant Active Fund compare

Link copied to clipboard!

Kotak Multicap Fund-Regular Plan-Growth

Invest Now

Quant Multi Cap Fund-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹21541 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	-0.84%	-2.57%
6 Month	4.8%	-5.15%
1 Year	0.45%	-9.26%
3 Year	21.91%	8.93%
5 Year	-	18.91%

SIP Return Analysis

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	Quant Multi Cap Fund-Growth
6 Month	4.4%	-0.78%
1 Year	19.63%	2.6%
3 Year	19.49%	5.62%
5 Year	-	10.63%

Rolling Lumpsum Returns

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	Quant Multi Cap Fund-Growth
1 Year	23.75%	16.57%
3 Year	23.38%	19.37%
5 Year	-	19.22%

Risk Management

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	Quant Multi Cap Fund-Growth
Standard Deviation	15.17%	17.19%
Sharp	1.01%	0.474%
Beta	1.04%	1.132%
Alpha	3.71%	-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	7.45	25.57
Large Cap	41.6	28.61
Mid Cap	22.01	22.95
Small Cap	28.94	22.87

Sector Allocation

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	Quant Multi Cap Fund-Growth
Others	2.31	13.91
Energy	2.79	11.39
Technology	7.45	1.39
Basic Materials	5.55	3.49
Consumer Cyclical	19.96	8.78
Financial Services	26.2	16.38
Communication Services	7.47	2.97
Healthcare	2.54	8.64
Industrials	11.77	14.74
Utilities	5.53	7.27
Consumer Defensive	8.44	7.23
Real Estate	-	3.82

Top Comparisons

Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

VS

Tata Nifty Financial Services Index Fund-Reg (G)

3Y Returns0%

Compare Now

Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns%

VS

LIC MF Small Cap Fund Regular - Growth

3Y Returns14.42%

Compare Now

ICICI Prudential Global Stable Equity Fund (FOF) - Growth

3Y Returns10.31%

VS

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

3Y Returns12.36%

Compare Now

Franklin Asian Equity Fund - Growth Plan

3Y Returns11.07%

VS

Nippon India Japan Equity Fund- Growth Plan- Growth Option

3Y Returns15.31%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully