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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 | 1.63 |
NAV | ₹382.54 | ₹19.09 |
Fund Started | 03 Oct 2000 | 08 Sep 2021 |
Fund Size | ₹2773.02 Cr | ₹17943.32 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
1.63
NAV
₹382.54
₹19.09
Fund Started
03 Oct 2000
08 Sep 2021
Fund Size
₹2773.02 Cr
₹17943.32 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 | 3.72% | 3.11% |
3 Year | 21.73% | 29.09% |
5 Year | 23.81% | - |
1 Year
3.72%
3.11%
3 Year
21.73%
29.09%
5 Year
23.81%
-
Holding Analysis
Equity | 95.73% | 97.81% |
Cash | 4.27% | 2.19% |
Equity
95.73%
97.81%
Cash
4.27%
2.19%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.42% |
ICICI Bank Ltd. | 4.81% |
Reliance Industries Ltd. | 4.05% |
Larsen & Toubro Ltd. | 3.51% |
Axis Bank Ltd. | 3.32% |
Kotak Mahindra Bank Ltd. | 3.25% |
Bharti Airtel Ltd. | 2.49% |
Affle 3I Ltd. | 2.31% |
Indian Bank | 2.22% |
Infosys Ltd. | 2.06% |
Name | Assets |
|---|---|
Maruti Suzuki India Ltd. | 6.18% |
State Bank of India | 3.80% |
Hero Motocorp Ltd. | 3.79% |
Hindustan Petroleum Corporation Ltd. | 2.79% |
Radico Khaitan Ltd. | 2.72% |
ITC Ltd. | 2.68% |
Mphasis Ltd. | 2.43% |
Power Finance Corporation Ltd. | 2.41% |
Oracle Financial Services Software Ltd. | 2.38% |
Poonawalla Fincorp Ltd. | 2.30% |
Fund Manager
Name | Rohit Seksaria | Devender Singhal |
Start Date | 17 Sep 2020 | 31 May 2021 |
Name
Rohit Seksaria
Devender Singhal
Start Date
17 Sep 2020
31 May 2021
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