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Multi Cap Funds
Eliminating - New funds, very smaller AUM. Main should be rolling return, Consistency is important - Rolling return, benchmark & category beater (prefer - advisorkhoj). Then Alpha, Sharpe, Sortino. Understanding - St. Dev., volatility, capture, Beta, ER, Manager. 1. Axis, 2. HSBC 3. ICICI
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@unknownharshunknownharsh | NameMFs (4)↓ | ↓Sub CategorySub Category↓ | ↓PlanPlan↓ | ↓AUMAUM↓ | ↓Base Exp. RatioBase Exp. Ratio↓ | ↓Time since inceptionTime since inception↓ | ↓CAGR 3YCAGR 3Y↓ | ↓CAGR 5YCAGR 5Y↓ | ↓CAGR 10YCAGR 10Y↓ | ↓AlphaAlpha↓ | ↓Sharpe RatioSharpe Ratio↓ | ↓Sortino RatioSortino Ratio↓ | ↓VolatilityVolatility↓ | ↓Category St DevCategory St Dev↓ | ↓% Largecap Holding% Largecap Holding↓ | ↓% Midcap Holding% Midcap Holding↓ | ↓% Smallcap Holding% Smallcap Holding↓ | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1. | Kotak Multi Cap Fund Kotak Multi Cap Fund | Multi Cap Fund Multi Cap Fund | Growth Growth | 30,335.28 30,335.28 | 0.42 0.42 | 62.00 62.00 | 14.72 14.72 | 15.36 15.36 | - - | 2.00 2.00 | -0.42 -0.42 | -0.04 -0.04 | 15.72 15.72 | 15.01 15.01 | 39.61 39.61 | 26.90 26.90 | 32.00 32.00 | |
| 2. | Axis Multicap Fund Axis Multicap Fund | Multi Cap Fund Multi Cap Fund | Growth Growth | 11,972.26 11,972.26 | 0.65 0.65 | 59.00 59.00 | 17.30 17.30 | - - | - - | 2.74 2.74 | -0.05 -0.05 | -0.00 -0.00 | 15.13 15.13 | 15.01 15.01 | 40.46 40.46 | 31.26 31.26 | 23.70 23.70 | |
| 3. | Mahindra Manulife Multi Cap Fund Mahindra Manulife Multi Cap Fund | Multi Cap Fund Multi Cap Fund | Growth Growth | 7,457.36 7,457.36 | 0.45 0.45 | 114.00 114.00 | 15.23 15.23 | 13.56 13.56 | - - | 4.99 4.99 | 0.16 0.16 | 0.02 0.02 | 15.40 15.40 | 15.01 15.01 | 41.47 41.47 | 27.96 27.96 | 23.32 23.32 | |
| 4. | HSBC Multi Cap Fund HSBC Multi Cap Fund | Multi Cap Fund Multi Cap Fund | Growth Growth | 6,380.17 6,380.17 | 0.51 0.51 | 46.00 46.00 | 15.51 15.51 | - - | - - | 3.44 3.44 | -0.08 -0.08 | -0.01 -0.01 | 15.36 15.36 | 15.01 15.01 | 37.26 37.26 | 30.70 30.70 | 29.61 29.61 |
