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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 | 2.01 | 1.65 |
NAV | ₹357.96 | ₹17.91 |
Fund Started | 03 Oct 2000 | 08 Sep 2021 |
Fund Size | ₹2615.39 Cr | ₹15870.96 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
2.01
1.65
NAV
₹357.96
₹17.91
Fund Started
03 Oct 2000
08 Sep 2021
Fund Size
₹2615.39 Cr
₹15870.96 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 | 9.16% | 8.02% |
3 Year | 14.91% | 22.67% |
5 Year | 25.24% | - |
1 Year
9.16%
8.02%
3 Year
14.91%
22.67%
5 Year
25.24%
-
Holding Analysis
Equity | 94.79% | 98.45% |
Cash | 5.21% | 1.55% |
Equity
94.79%
98.45%
Cash
5.21%
1.55%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.41% |
ICICI Bank Ltd. | 4.66% |
Reliance Industries Ltd. | 4.08% |
Larsen & Toubro Ltd. | 3.43% |
Axis Bank Ltd. | 3.25% |
Kotak Mahindra Bank Ltd. | 3.25% |
Bharti Airtel Ltd. | 2.46% |
Affle (India) Ltd. | 2.30% |
Indian Bank | 2.26% |
Amber Enterprises India Ltd. | 2.20% |
Name | Assets |
|---|---|
Maruti Suzuki India Ltd. | 6.39% |
State Bank of India | 3.99% |
Hero Motocorp Ltd. | 3.70% |
Radico Khaitan Ltd. | 2.95% |
Hindustan Petroleum Corporation Ltd. | 2.77% |
Mphasis Ltd. | 2.68% |
NLC India Ltd. | 2.34% |
Jubilant FoodWorks Ltd. | 2.29% |
Poonawalla Fincorp Ltd. | 2.23% |
Hindustan Unilever Ltd. | 2.20% |
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