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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | Sundaram Multi Cap Fund - Growth - Direct Plan | Kotak Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Kotak MF |
| Category | Equity - Multi Cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹420.05 (03 Nov 2026) | ₹17.64 (03 Nov 2026) |
| Rating | ★★ | ★★★ |
| Benchmark | Nifty500 Multicap 50:25:25 - TRI | Nifty Healthcare Index - TRI |
| Fund Manager | Rohit Seksaria | Dhananjay Tikariha |
| Inception | 01 Jan 2013 | 11 Dec 2023 |
| Returns | ||
| 1Y | -5.05% | 23.77% |
| 3Y | 11.89% | — |
| 5Y | 10.33% | — |
| Since Inception | 15.34% | 21.63% |
| Risk | ||
| 14.46 | 14.88 | |
| 0.95 | 0.99 | |
| 0.44 | 1.02 | |
| 1.10 | 3.82 | |
| 0.80 | 2.12 | |
| -13.00% | -11.03% | |
| Costs | ||
| Expense Ratio | 1.25% | 1.03% |
| Exit Load | Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D | 0.50% on or before 30D, Nil after 30D |
| Min SIP | ₹100 | ₹100 |
| Min Lumpsum | ₹100 | ₹100 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Sundaram MF98%
Kotak MF98%
1.7%Only 1.7% of holdings by weight are common between Sundaram MF and Kotak MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingSundaram MFKotak MF
Gland Pharma Ltd.1.72%3.16%
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