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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 | 2.06 | 1.66 |
NAV | ₹328.35 | ₹16.09 |
Fund Started | 03 Oct 2000 | 08 Sep 2021 |
Fund Size | ₹2416.58 Cr | ₹14374.18 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
2.06
1.66
NAV
₹328.35
₹16.09
Fund Started
03 Oct 2000
08 Sep 2021
Fund Size
₹2416.58 Cr
₹14374.18 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 | 5.94% | 4.02% |
3 Year | 13.21% | 20.68% |
5 Year | 20.43% | - |
1 Year
5.94%
4.02%
3 Year
13.21%
20.68%
5 Year
20.43%
-
Holding Analysis
Equity | 94.23% | 97.16% |
Cash | 5.77% | 2.84% |
Equity
94.23%
97.16%
Cash
5.77%
2.84%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.01% |
Reliance Industries Ltd. | 4.00% |
ICICI Bank Ltd. | 4.00% |
Larsen & Toubro Ltd. | 3.47% |
Kotak Mahindra Bank Ltd. | 2.82% |
Axis Bank Ltd. | 2.73% |
Infosys Ltd. | 2.52% |
Indian Bank | 2.52% |
Kei Industries Ltd. | 2.25% |
Amber Enterprises India Ltd. | 2.21% |
Name | Assets |
|---|---|
Maruti Suzuki India Ltd. | 7.31% |
Hero Motocorp Ltd. | 3.97% |
State Bank of India | 3.64% |
Radico Khaitan Ltd. | 2.78% |
Mphasis Ltd. | 2.58% |
Hindustan Petroleum Corporation Ltd. | 2.49% |
Jubilant FoodWorks Ltd. | 2.38% |
Hindustan Unilever Ltd. | 2.35% |
NLC India Ltd. | 2.19% |
Oracle Financial Services Software Ltd. | 2.13% |
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