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) | ₹19227 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 | 4.42% | 3.81% |
6 Month | 20.35% | 12.6% |
1 Year | -2.59% | -13.01% |
3 Year | 22.89% | 11.55% |
5 Year | - | 22.35% |
SIP Return Analysis
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Quant Multi Cap Fund-Growth |
---|---|---|
6 Month | 5.11% | 1.29% |
1 Year | 12% | 1.35% |
3 Year | 20.31% | 8.28% |
5 Year | - | 13.41% |
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 | 15.29% | 17.19% |
Sharp | 0.95% | 0.474% |
Beta | 1.09% | 1.132% |
Alpha | 5.86% | -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 | 4.25 | 16.87 |
Large Cap | 41.47 | 33.18 |
Mid Cap | 23.79 | 26.36 |
Small Cap | 30.48 | 23.6 |
Sector Allocation
Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Quant Multi Cap Fund-Growth |
---|---|---|
Others | 3.25 | 15.33 |
Energy | 3.16 | 11.2 |
Technology | 8.73 | 2.81 |
Basic Materials | 7.61 | 2.95 |
Consumer Cyclical | 20.91 | 8.53 |
Financial Services | 22.75 | 10.88 |
Communication Services | 7.24 | 2.77 |
Healthcare | 2.69 | 8.59 |
Industrials | 12.63 | 16.42 |
Utilities | 5.29 | 5.7 |
Consumer Defensive | 5.74 | 11.1 |
Real Estate | - | 3.72 |
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