HDFC Multi Cap Fund vs Kotak Multi Cap Fund
Over the last 3 years, Kotak Multi Cap Fund returned 17.0% a year against 11.9% for HDFC Multi Cap Fund (Direct plans). Kotak Multi Cap Fund costs less (0.70% a year, Direct). They hold 19 stocks in common; the portfolio overlap is 20%. Data as of 5 Nov 2026.
| HDFC Multi Cap Fund | Kotak Multi Cap Fund | |
|---|---|---|
| Category | Multi Cap | Multi Cap |
| Fund house | HDFC Mutual Fund | Kotak Mahindra Mutual Fund |
| Benchmark (TRI) | NIFTY500 Multicap 50:25:25 | NIFTY500 Multicap 50:25:25 |
| Age | 4.9 years | 5.1 years |
| AUM | ₹20,439 cr | ₹29,878 cr |
| Direct plan | ||
| Rating | C | A+ |
| Expense ratio | 0.96% | 0.70% |
| 1Y return | -4.0% | 1.5% |
| 3Y return (a year) | 11.9% | 17.0% |
| 5Y return (a year) | – | 16.4% |
| 3Y vs index | -1.0% | +4.2% |
| Regular plan | ||
| Rating | C | A+ |
| Expense ratio | 1.79% | 1.80% |
| 1Y return | -4.9% | 0.4% |
| 3Y return (a year) | 10.8% | 15.6% |
| 5Y return (a year) | – | 14.8% |
| 3Y vs index | -2.1% | +2.7% |
| Risk and portfolio | ||
| Volatility, 3Y | 15.5% | 15.9% |
| Max fall, 5Y | -20.2% | -21.0% |
| Down capture, 3Y | 100 | 94 |
| Stocks held | 119 | 72 |
| Top 10 holdings | 24% | 35% |
Common questions
HDFC Multi Cap Fund or Kotak Multi Cap Fund: which has done better?
Over the last 3 years, Kotak Multi Cap Fund returned 17.0% a year against 11.9% for HDFC Multi Cap Fund (Direct plans).
How much do HDFC Multi Cap Fund and Kotak Multi Cap Fund overlap?
They hold 19 stocks in common; the portfolio overlap is 20%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.