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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

Created by

@unknownharshunknownharsh

Showing 1 - 5 of 5 results

last updated at 11:00 PM IST 
NameMFs (5)↓↓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
15.23
15.23
15.66
15.66
-
-
1.90
1.90
-0.23
-0.23
-0.02
-0.02
15.67
15.67
14.91
14.91
39.61
39.61
28.53
28.53
30.37
30.37
2.ICICI Pru Multi Cap Fund
ICICI Pru Multi Cap Fund
Multi Cap Fund
Multi Cap Fund
Growth
Growth
18,717.26
18,717.26
0.78
0.78
166.00
166.00
13.81
13.81
12.68
12.68
14.22
14.22
3.54
3.54
-0.01
-0.01
-0.00
-0.00
16.80
16.80
14.91
14.91
32.63
32.63
34.31
34.31
31.27
31.27
3.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
17.82
17.82
-
-
-
-
2.93
2.93
0.20
0.20
0.02
0.02
15.03
15.03
14.91
14.91
41.46
41.46
30.26
30.26
23.70
23.70
4.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
16.00
16.00
13.53
13.53
-
-
5.11
5.11
0.30
0.30
0.03
0.03
15.39
15.39
14.91
14.91
41.47
41.47
27.96
27.96
23.32
23.32
5.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
16.65
16.65
-
-
-
-
3.87
3.87
0.10
0.10
0.01
0.01
15.33
15.33
14.91
14.91
39.50
39.50
28.46
28.46
29.61
29.61