In this performance review, we discuss the importance of studying a fund’s portfolio history before considering past performance. Parameters Other DetailsMin SIP InvestmentMin InvestmentFund Manager Kotak Standard Multicap Fund GrowthFund Details ₹500 ₹5,000 Harsha Upadhyaya - 8.5 Yr. Axis Focused 25 Fund GrowthFund Details ₹500 ₹5,000 Jinesh Gopani - 4.66 Yr. Kotak Standard Multicap Fund GrowthFund Details Growth of 10,000 investment over the years. As on April 20, 2018, the AUM of Kotak Standard Multicap Fund is approximately INR 32 while of Axis Focused 25 Fund is approximately INR 27. Get FREE Unique Fundamental Analysis to quickly find the top performing Mutual Funds. Note – Data sourced from Value Research as of October 30, 2019. Risk Appetite You Need to Have to Invest in Large & Midcap Fund and Multi-cap Fund, Benefits of Investing in Mutual Funds - A close lookup, Large & Midcap Funds to Invest in (SIP Returns), Large & Midcap Funds to Invest in (Lump Sum Returns), Top-performing Multi-cap Funds to Invest in (SIP Returns), Top-performing Multi-cap Funds to Invest in (Lump Sum Returns), Top-performing Focused Funds (SIP Returns), Five Best Performing Corporate Bond Funds, Top-performing Focused Funds (Lump Sum Returns). Kotak Standard Multicap Fund and Axis Focused 25 Fund differ from each other on various parameters though they belong to the same category. Motilal Focused Multicap 35 Fund is an open-ended mutual fund investment scheme which looks to achieve long-term capital appreciation by primarily investing in a maximum of 35, equity and equity related instruments, across various sectors and market capitalization levels. It should ideally include a large-cap fund, multi-cap fund, and value-style fund. The remaining 25% is at fund manager’s discretion/strategy and can be invested across large-caps and/or mid-caps and/or small caps. Multi cap funds invest in stocks/shares of large cap, mid cap and small cap companies. Principal Focused Multicap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Principal Mutual Fund.This scheme was made available to investors on 01 Jan 2013.Dhimant Shah is the Current Fund Manager of Principal Focused Multicap Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹483 Cr and the Latest NAV as of 01 Feb 2021 is ₹89.89. This will help them to attain their objectives on time. All Rights Reserved, 2021 Shepard Technologies Private Limited. However, the minimum SIP investment in case of Kotak Standard Multicap Fund is INR 500 and of Axis Focused 25 Fund is INR 1,000. Who has longer time period more than 10 years continue there investment, they should consider axis focused 25 fund to accumulate higher return. The comparison of Fincash Rating reveals that, both the schemes are rated as 5-Star schemes. Though both Kotak Standard Multicap Fund and Axis Focused 25 Fund belong to the same category of Large cap funds, yet; they differ on account of various parameters. Kotak Standard Multicap Fund and Axis Focused 25 Fund both the Mutual Fund schemes belong to the large-cap category of equity fund. 2. These are ideal for investors with a low-risk appetite, as the best multi-cap mutual funds … Large, mid and small-cap companies occupy top 100, 101-250 and 251-500 spots, respectively, according to market capitalization. Kotak Standard Multicap Fund (earlier known as Kotak Select Focus Fund) is offered by Kotak Mutual Fund under the large-cap category of Equity Funds. According to SEBI guidelines, focused funds can invest in up to 30 stocks with at least 65% of their fund portfolio invested in equities and equity-related instruments. We do not guarantee any loans as loan sanction is as per Banks and Nbfcs. SBI Focused Equity Fund is an open-ended multicap fund that can invest in a maximum of 30 stocks. Principal Focused Multi-cap Fund invests in about 30 stocks of different sizes (large cap, midcap and small cap) with high growth potential across different industry sectors. The greater exposure of assets gives investors the extra cushion that they will require in case the broader market goes through a sustained bearish run. The objective of this scheme is to achieve long-term Capital appreciation from a portfolio of equity and equity-related securities generally focused on a few sectors. Focused Fund Data Partner. Investing in multicap funds would also save the investors from the peril of changing their exposure to different equity fund categories due to changing market conditions. The `Core' part should form a majority of the portfolio (around 60%) and consist of more stable and long term holdings. But if you want to check their returns, you can do so in the table below. Even during economic downturns, the share price of large-cap companies does not fluctuate much and many individuals tend to invest in large-cap shares. As on March 31, 2018, the AUM of Kotak was around INR 17,853 crores while that of Axis’s scheme was approximately INR 3,154 crores. The fund manager looks to invest in the stocks going through temporary under performance while avoiding the ones which could go into a long-term downturn. So, let us understand the differences between Kotak Standard Multicap Fund and Axis Focused 25 Fund through this article. Please read the scheme related documents carefully before investing”. SBI Focused Equity Fund 4 Value Research 2415 25-2415 SBI Mutual Fund The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity related securities. The comparison of the AUM reveals that the AUM of Kotak Standard Multicap Fund is higher as compared to Axis Focused 25 Fund. accept the terms of Privacy Policy and This scheme is suitable for investor seeking: 1. We advise customers/viewers to choose from best offers from Banks and its advertisers. Kotak Standard Multicap Fund Vs DSP Blackrock Focus Fund, Axis Focused 25 Fund Vs DSP Blackrock Focus Fund, Kotak Standard Multicap Fund Vs SBI Magnum Multicap Fund, Kotak Standard Multicap Fund Vs Kotak India Eq Contra Fund, Axis Focused 25 Fund Vs Aditya Birla Sun Life Focused Equity Fund, SBI Blue Chip Fund Vs Axis Focused 25 Fund, SBI Blue Chip Fund Vs Kotak Standard Multicap Fund, Kotak Standard Multicap Fund Vs TATA Large Cap Fund, AMFI Registration No. Parameters Performance1 Month3 Month6 Month1 Year3 Year5 YearSince launch Kotak Standard Multicap Fund GrowthFund Details 6.3% 24.7% 32.3% 19.3% 10.8% 16.5% 14.1% Axis Focused 25 Fund GrowthFund Details 1.9% 23.7% 34.9% 20.9% 14.1% 18.6% 16.9%, Ready to Invest?Talk to our investment specialistDisclaimer:By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I I am also planning to invest a lumpsum of Rs 5000 each in two more mutual funds for 15 plus years and planned to increase the amount in both the funds by Rs 5,000 each every year in the form of additional purchase. 112358 | CIN: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited. This open-ended large-cap fund was launched on June 29, 2012, and uses NIFTY 50 as its index to construct the portfolio. Fincash » Kotak Select Focus Fund Vs Axis Focused 25 Fund. The summary comparison of basics section is tabulated as follows. Invest in Multicap Fund to get long term returns. It is the last section that includes elements such as AUM, Minimum SIP and Lumpsum Investment, and Exit Load. Investing in more stocks makes multi-cap funds win over large & midcap funds in terms of diversification. But they are not as diversified as their fellow multi-cap peers. But on the return front, large & midcap funds can go past multi-cap funds by having more quality stocks in the portfolio. Principal Focused Multi-cap Fund is one of the best performing focused equity funds in the last 6 months to 1 year. Let’s take a comparative example to understand this difference between Multicap funds vs Flexicap funds. The investment style is growth-oriented. Thanks to its distributor friendly approach and transfer from its PMS arm, the AUM of this less-than-five year old has quickly swelled to 13,000 plus crores. Ltd : A -204, Technocity, Plot No X-4/1 & X-4/2, TTC, MIDC, Mahape, Navi Mumbai - 400710. As on March 31, 2018, some of the top holdings of Kotak Standard Multicap Fund’s portfolio included Hero MotoCorp Limited, Reliance Industries Limited, Larsen and Toubro Limited, and Maruti Suzuki India Limited. Moderately Low Risk. A `Core & Satellite' approach to build a portfolio of equity-oriented mutual fund helps you do just that. Return over a period is calculated as the difference in sale date NAV and purchase date NAV upon purchase date NAV and converted to percentage. The table showing the factors under other details section are listed below as follows. You can thus read this post and decide which to choose to bolster your investment portfolio. These companies are also referred to as … This is a multicap fund that seeks to invest in no more than 35 stocks across market cap and sectors. Whereas, investors even with moderate risk appetite can find it comfortable investing in a multi-cap fund. Moderately High Risk. Large and Midcap funds invest in equity and equity-related instruments of large and mid-cap companies. Motilal Oswal Multicap Fund (G) Axis Focused 25 Fund (G) SBI Magnum Multi Cap Fund (G) These funds are selected based on fund performance, fund manager experience and fund house reputation. Note – Above details is as on 14th June, 2019. Kotak Standard Multicap Pros * Excellent risk-adjusted returns (using standard deviation as a measure of risk) * Top performer in its category Cons * Huge AUM of over 25000 crores. Terms & Conditions.Processing...Get Started. Compare Multicap Mutual Funds on Quality, Fund Returns, NAV, Expense Ratio, Top 10 Holdings %, Active Share & other parameters to choose the right one, only on MoneyWorks4me.com. Within multi-cap funds, there are focused funds that have delivered substantially large numbers. It is an open-ended scheme which was launched in the month of September 2009. Investors looking for a quality multicap fund can choose this scheme without hesitation. Some of the highlights of this scheme are embedded risk management system to manage the risk of portfolio concentration and high conviction investing with a maximum of 25 stocks in the portfolio. DateValue31 Jan 16₹10,00031 Jan 17₹11,63231 Jan 18₹16,02031 Jan 19₹15,16631 Jan 20₹18,91031 Jan 21₹21,198, Kotak Standard Multicap Fund GrowthFund Details Asset Allocation Asset ClassValueCash0.92%Equity99.07%Debt0.01%Other0% Equity Sector Allocation SectorValueFinancial Services27.94%Basic Materials14.62%Technology12.87%Industrials10.84%Energy10.77%Consumer Cyclical8.89%Consumer Defensive7.79%Health Care3.21%Utility2.13% Top Securities Holdings / Portfolio NameHoldingValueQuantity Reliance Industries Ltd (Energy)Equity, Since 31 Jan 16 | RELIANCE8%₹2,521 Cr12,700,000 ↓ -800,000 Infosys Ltd (Technology)Equity, Since 30 Nov 10 | INFY7%₹2,323 Cr18,500,000 ICICI Bank Ltd (Financial Services)Equity, Since 30 Sep 10 | ICICIBANK7%₹2,301 Cr43,000,000 ↓ -500,000 HDFC Bank Ltd (Financial Services)Equity, Since 31 Dec 10 | HDFCBANK6%₹2,011 Cr14,000,000 ↓ -300,000 Tata Consultancy Services Ltd (Technology)Equity, Since 31 May 18 | TCS6%₹1,909 Cr6,668,027 ↓ -81,973 UltraTech Cement Ltd (Basic Materials)Equity, Since 31 Mar 14 | ULTRACEMCO5%₹1,600 Cr3,025,000 Hindustan Unilever Ltd (Consumer Defensive)Equity, Since 31 Jan 20 | 5006964%₹1,246 Cr5,200,000 Axis Bank Ltd (Financial Services)Equity, Since 31 May 12 | 5322154%₹1,179 Cr19,000,000 ↓ -600,000 Larsen & Toubro Ltd (Industrials)Equity, Since 30 Sep 13 | LT3%₹1,159 Cr9,000,000 ↓ -700,000 SRF Ltd (Basic Materials)Equity, Since 31 Dec 18 | SRF3%₹1,059 Cr1,900,000 Axis Focused 25 Fund GrowthFund Details Asset Allocation Asset ClassValueCash1.37%Equity98.63% Equity Sector Allocation SectorValueFinancial Services33.75%Technology13.84%Consumer Cyclical13.44%Basic Materials11.41%Energy6.69%Consumer Defensive6.35%Communication Services5.61%Health Care5.55% Top Securities Holdings / Portfolio NameHoldingValueQuantity Bajaj Finance Ltd (Financial Services)Equity, Since 30 Sep 16 | 50003410%₹1,389 Cr2,622,798 ↓ -188,297 Tata Consultancy Services Ltd (Technology)Equity, Since 28 Feb 18 | TCS9%₹1,264 Cr4,415,128 ↑ 200,000 Kotak Mahindra Bank Ltd (Financial Services)Equity, Since 31 Jul 13 | KOTAKBANK8%₹1,144 Cr5,733,019 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 31 May 18 | HDFC7%₹1,055 Cr4,123,789 ↑ 680,000 HDFC Bank Ltd (Financial Services)Equity, Since 31 Jul 12 | HDFCBANK7%₹984 Cr6,853,600 Reliance Industries Ltd (Energy)Equity, Since 31 Aug 19 | RELIANCE7%₹960 Cr4,836,824 ↑ 250,000 Avenue Supermarts Ltd (Consumer Defensive)Equity, Since 30 Apr 17 | 5403766%₹912 Cr3,299,541 Info Edge (India) Ltd (Communication Services)Equity, Since 31 Jul 16 | NAUKRI6%₹805 Cr1,691,475 ↑ 35,000 Maruti Suzuki India Ltd (Consumer Cyclical)Equity, Since 31 Jul 16 | MARUTI5%₹781 Cr1,021,122 Pidilite Industries Ltd (Basic Materials)Equity, Since 30 Jun 16 | PIDILITIND5%₹735 Cr4,162,425, Click to Invest in Kotak Standard Multicap Fund. 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