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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 | 1.98 | 1.6 |
NAV | ₹393.71 | ₹20.07 |
Fund Started | 03 Oct 2000 | 08 Sep 2021 |
Fund Size | ₹2927.98 Cr | ₹21541.46 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
1.98
1.6
NAV
₹393.71
₹20.07
Fund Started
03 Oct 2000
08 Sep 2021
Fund Size
₹2927.98 Cr
₹21541.46 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 | 5.50% | 5.53% |
3 Year | 16.97% | 22.69% |
5 Year | 19.64% | - |
1 Year
5.50%
5.53%
3 Year
16.97%
22.69%
5 Year
19.64%
-
Holding Analysis
Equity | 97.14% | 98.98% |
Cash | 2.86% | 1.02% |
Equity
97.14%
98.98%
Cash
2.86%
1.02%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.85% |
ICICI Bank Ltd. | 5.05% |
Larsen & Toubro Ltd. | 4.10% |
Kotak Mahindra Bank Ltd. | 3.82% |
Bharti Airtel Ltd. | 3.17% |
Reliance Industries Ltd. | 3.01% |
Indian Bank | 2.23% |
Mahindra & Mahindra Financial Services Ltd. | 2.22% |
DCB Bank Ltd. | 2.11% |
Affle 3I Ltd. | 2.06% |
Name | Assets |
|---|---|
Maruti Suzuki India Ltd. | 6.01% |
ITC Ltd. | 5.17% |
Hero Motocorp Ltd. | 4.31% |
State Bank of India | 3.91% |
Shriram Finance Ltd | 3.18% |
Radico Khaitan Ltd. | 2.87% |
Eternal Ltd. | 2.80% |
Poonawalla Fincorp Ltd. | 2.63% |
NTPC Ltd. | 2.38% |
Mphasis Ltd. | 2.19% |
Fund Manager
Name | Rohit Seksaria | Devender Singhal |
Start Date | 02 Jul 2025 | 20 Nov 2025 |
Name
Rohit Seksaria
Devender Singhal
Start Date
02 Jul 2025
20 Nov 2025
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