Which has the lower expense ratio, Kotak Multicap Fund-Direct Plan-Growth or NAVI NIFTY 500 MULTICAP 50-25-25 DIRECT PLAN?

Kotak Multicap Fund-Direct Plan-Growth's expense ratio is 0.6093% versus NAVI NIFTY 500 MULTICAP 50-25-25 DIRECT PLAN's 0.47%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both Kotak Multicap Fund-Direct Plan-Growth and NAVI NIFTY 500 MULTICAP 50-25-25 DIRECT PLAN?

Yes, but check for portfolio overlap first if both funds are in the same category — holding two funds with very similar underlying stocks reduces the diversification benefit of investing in more than one fund.

Kotak Multicap Fund-Direct Plan-Growth vs NAVI NIFTY 500 MULTICAP 50-25-25 DIRECT PLAN

Q: Kotak Multicap Fund-Direct Plan-Growth vs NAVI NIFTY 500 MULTICAP 50-25-25 DIRECT PLAN — which has given better returns?

Kotak Multicap Fund-Direct Plan-Growth has a 1-year return of 8.61% versus NAVI NIFTY 500 MULTICAP 50-25-25 DIRECT PLAN's -0.51%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

Side-by-side comparison of NAV, returns, expense ratio and star rating.

Kotak Multicap Fund-Direct Plan-Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Multi Cap

NAVI NIFTY 500 MULTICAP 50-25-25 DIRECT PLAN

Navi Mutual Fund

★★★★★

Equity · Multi Cap

Metric	Kotak Multicap Fund-Di...	NAVI NIFTY 500 MULTICA...
NAV	₹21.16	₹10.06
Star Rating	★★★★★	★★
Expense Ratio	0.6093%	0.47%
AUM	₹28,074 Cr	₹26 Cr
1M Return	+4.61%	-0.19%
3M Return	+8.36%	+2.24%
6M Return	+3.05%	+4.64%
1Y Return	+8.61%	-0.51%
3Y CAGR	+20.7%	—
Risk Level	—	—
Fund Manager	Abhishek Bisen	Aditya Mulki

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