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) | ₹20285 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 | 5.22% | 3.37% |
| 6 Month | 13.25% | 4.89% |
| 1 Year | 7.92% | -3.02% |
| 3 Year | 23.72% | 12.32% |
| 5 Year | - | 22.91% |
SIP Return Analysis
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Quant Multi Cap Fund-Growth |
|---|---|---|
| 6 Month | 5.3% | 0.88% |
| 1 Year | 18.95% | 5.59% |
| 3 Year | 21.46% | 8.52% |
| 5 Year | - | 13.1% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Quant Multi Cap Fund-Growth |
|---|---|---|
| 1 Year | 23.75% | 16.64% |
| 3 Year | 23.38% | 19.94% |
| 5 Year | - | 19.25% |
Risk Management
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Quant Multi Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 15.21% | 17.19% |
| Sharp | 1.05% | 0.474% |
| Beta | 1.11% | 1.132% |
| Alpha | 5.56% | -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 | 5.95 | 25.26 |
| Large Cap | 40.62 | 27.81 |
| Mid Cap | 24.26 | 24.25 |
| Small Cap | 29.17 | 22.68 |
Sector Allocation
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Quant Multi Cap Fund-Growth |
|---|---|---|
| Others | 3.04 | 15.24 |
| Energy | 3.4 | 11.34 |
| Technology | 8.05 | 0.72 |
| Basic Materials | 5.7 | 2.83 |
| Consumer Cyclical | 20.95 | 8.88 |
| Financial Services | 25.21 | 14.86 |
| Communication Services | 6.84 | 2.72 |
| Healthcare | 2.63 | 8.67 |
| Industrials | 12.55 | 14 |
| Utilities | 6.12 | 6.69 |
| Consumer Defensive | 5.51 | 10.44 |
| Real Estate | - | 3.63 |
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