Axis MultiCap vs Kotak MultiCap
Data updated · direct-growth plans · not investment advice
Axis MultiCap currently edges it with a Smart Score of 78/100 vs 70/100. Axis MultiCap has the stronger risk-adjusted profile (Sortino 1.03 vs —), 3-year returns of 17.8% vs 15.2%, and an expense ratio of 1.03% vs 0.70%. Scores are relative to all Multi Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 5.4%BEST | -0.5% | ||
3Y return | 17.8%BEST | 15.2% | ||
5Y return | — | 15.7%BEST | ||
Since launch | 15.7% | 15.8%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +10.1%BEST | +4.2% | ||
3Y vs index | +8.4%BEST | +5.8% | ||
5Y vs index | — | +7.8%BEST | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.82BEST | 0.63 | ||
Sortino ratio | 1.03BEST | — | ||
Std deviation | 16.31BEST | 17.58 | ||
Alpha | 6.93BEST | 4.11 | ||
Beta | 0.91 | 1.00 | ||
| Cost & size | ||||
Expense ratio | 1.03% | 0.70%BEST | ||
Fund size | ₹12.0k Cr | ₹30.3k CrBEST | ||
Portfolio P/E | 32.65BEST | — | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | Shreyash Devalkar, Nitin Arora | — | ||
Benchmark | — | — | ||
Riskometer | Very High | Very High | ||
Start date | 16 Dec 2021 | 29 Sept 2021 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Axis MultiCap better than Kotak MultiCap?
Axis MultiCap currently edges it with a Smart Score of 78/100 vs 70/100. Axis MultiCap has the stronger risk-adjusted profile (Sortino 1.03 vs —), 3-year returns of 17.8% vs 15.2%, and an expense ratio of 1.03% vs 0.70%. Scores are relative to all Multi Cap peers and refresh with every data update.
Which is cheaper — Axis MultiCap or Kotak MultiCap?
Kotak MultiCap has the lower expense ratio: 0.70% vs 1.03% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), Axis MultiCap leads with 1.03 vs -9.00. Sharpe ratios: Axis MultiCap 0.82, Kotak MultiCap 0.63.