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Compare Sundaram Multi Cap Fund vs Kotak Multicap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.99 | 1.65 |
NAV | ₹354.40 | ₹18.01 |
Fund Started | 03 Oct 2000 | 08 Sep 2021 |
Fund Size | ₹2772.13 Cr | ₹16065.25 Cr |
Exit Load | For units in excess of 25% of the investment,1% will be charged for redemption within 365 days. | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. |
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.99
1.65
NAV
₹354.40
₹18.01
Fund Started
03 Oct 2000
08 Sep 2021
Fund Size
₹2772.13 Cr
₹16065.25 Cr
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Returns
1 Year | 8.29% | 11.34% |
3 Year | 12.40% | 21.67% |
5 Year | 18.53% | - |
1 Year
8.29%
11.34%
3 Year
12.40%
21.67%
5 Year
18.53%
-
Holding Analysis
Equity | 95.03% | 95.04% |
Cash | 4.97% | 4.96% |
Equity
95.03%
95.04%
Cash
4.97%
4.96%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.77% |
ICICI Bank Ltd. | 3.90% |
Reliance Industries Ltd. | 3.76% |
Larsen & Toubro Ltd. | 3.39% |
Infosys Ltd. | 2.89% |
Lupin Ltd. | 2.65% |
Blue Star Ltd. | 2.56% |
Kotak Mahindra Bank Ltd. | 2.52% |
Affle (India) Ltd. | 2.40% |
Amber Enterprises India Ltd. | 2.40% |
Name | Assets |
|---|---|
Maruti Suzuki India Ltd. | 5.95% |
Hero Motocorp Ltd. | 3.96% |
State Bank of India | 3.71% |
Oracle Financial Services Software Ltd. | 3.44% |
Radico Khaitan Ltd. | 3.07% |
Hindustan Petroleum Corporation Ltd. | 2.97% |
Mphasis Ltd. | 2.93% |
Jubilant FoodWorks Ltd. | 2.44% |
Jyoti CNC Automation Ltd. | 2.37% |
Infosys Ltd. | 2.34% |
Fund Manager
Name | Rohit Seksaria | Devender Singhal |
Start Date | 01 Jan 2022 | 25 Oct 2023 |
Name
Rohit Seksaria
Devender Singhal
Start Date
01 Jan 2022
25 Oct 2023
About Fund
Description | The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower. | The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization. |
Launch Date | 03 Oct 2000 | 08 Sep 2021 |
Description
The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower.
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization.
Launch Date
03 Oct 2000
08 Sep 2021
