Kotak Multi Cap Fund vs SBI MultiCap Fund
Over the last 3 years, Kotak Multi Cap Fund returned 17.0% a year against 13.5% for SBI MultiCap Fund (Direct plans). Kotak Multi Cap Fund costs less (0.70% a year, Direct). They hold 8 stocks in common; the portfolio overlap is 10%. Data as of 5 Nov 2026.
| Kotak Multi Cap Fund | SBI MultiCap Fund | |
|---|---|---|
| Category | Multi Cap | Multi Cap |
| Fund house | Kotak Mahindra Mutual Fund | SBI Mutual Fund |
| Benchmark (TRI) | NIFTY500 Multicap 50:25:25 | NIFTY500 Multicap 50:25:25 |
| Age | 5.1 years | 4.6 years |
| AUM | ₹29,878 cr | ₹24,132 cr |
| Direct plan | ||
| Rating | A+ | B |
| Expense ratio | 0.70% | 1.05% |
| 1Y return | 1.5% | -1.0% |
| 3Y return (a year) | 17.0% | 13.5% |
| 5Y return (a year) | 16.4% | – |
| 3Y vs index | +4.2% | +0.6% |
| Regular plan | ||
| Rating | A+ | B |
| Expense ratio | 1.80% | 1.83% |
| 1Y return | 0.4% | -1.8% |
| 3Y return (a year) | 15.6% | 12.5% |
| 5Y return (a year) | 14.8% | – |
| 3Y vs index | +2.7% | -0.4% |
| Risk and portfolio | ||
| Volatility, 3Y | 15.9% | 13.4% |
| Max fall, 5Y | -21.0% | -15.1% |
| Down capture, 3Y | 94 | 79 |
| Stocks held | 72 | 70 |
| Top 10 holdings | 35% | 30% |
Common questions
Kotak Multi Cap Fund or SBI MultiCap Fund: which has done better?
Over the last 3 years, Kotak Multi Cap Fund returned 17.0% a year against 13.5% for SBI MultiCap Fund (Direct plans).
How much do Kotak Multi Cap Fund and SBI MultiCap Fund overlap?
They hold 8 stocks in common; the portfolio overlap is 10%.
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.