Aeterna Wealth

ICICI Prudential Multi Cap Fund vs Kotak Multi Cap Fund

Over the last 3 years, Kotak Multi Cap Fund returned 17.0% a year against 15.1% for ICICI Prudential Multi Cap Fund (Direct plans). Kotak Multi Cap Fund costs less (0.70% a year, Direct). They hold 13 stocks in common; the portfolio overlap is 6%. Data as of 5 Nov 2026.

ICICI Prudential Multi Cap FundKotak Multi Cap Fund
CategoryMulti CapMulti Cap
Fund houseICICI Prudential Mutual FundKotak Mahindra Mutual Fund
Benchmark (TRI)NIFTY500 Multicap 50:25:25NIFTY500 Multicap 50:25:25
Age13.8 years5.1 years
AUM₹18,973 cr₹29,878 cr
Direct plan
RatingBA+
Expense ratio1.00%0.70%
1Y return3.0%1.5%
3Y return (a year)15.1%17.0%
5Y return (a year)13.3%16.4%
3Y vs index+2.2%+4.2%
Regular plan
RatingAA+
Expense ratio1.74%1.80%
1Y return2.2%0.4%
3Y return (a year)14.2%15.6%
5Y return (a year)12.4%14.8%
3Y vs index+1.3%+2.7%
Risk and portfolio
Volatility, 3Y14.7%15.9%
Max fall, 5Y-17.2%-21.0%
Down capture, 3Y9194
Stocks held16872
Top 10 holdings24%35%

Common questions

ICICI Prudential 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 15.1% for ICICI Prudential Multi Cap Fund (Direct plans).

How much do ICICI Prudential Multi Cap Fund and Kotak Multi Cap Fund overlap?

They hold 13 stocks in common; the portfolio overlap is 6%.

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.