Aditya Birla Sun Life Flexi Cap Fund vs Kotak Flexicap Fund compare

Kotak Flexicap Fund - Growth

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Overview

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Fund	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹51104 Cr	₹21899 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹100
Launch Date	05 Sep 2009	14 Aug 1998
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	16.04%	20%
Expense Ratio	1.46	1.68
Manager	Harsha Upadhyaya	Dhaval Joshi
ISIN Code	INF174K01336	INF209K01AJ8
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365	Exit load of 1%, if redeemed within 90 days./365

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	4.63%	7.1%
6 Month	21.64%	24.05%
1 Year	34.46%	36.75%
3 Year	16.59%	15.94%
5 Year	19.61%	21.09%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	-	-
1 Year	18.33%	15.35%
3 Year	38.89%	34.1%
5 Year	68.88%	66.01%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	20.39%	21.14%
3 Year	51.57%	49.92%
5 Year	75.36%	72.67%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation	12.26%	12.55%
Sharp	0.8%	0.74%
Beta	0.92%	0.98%
Alpha	-0.49%	-1.63%

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Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Name	Harsha Upadhyaya	Dhaval Joshi
Total AUM	₹139411 Cr	₹361932 Cr
Fund Manage	11	55
	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	1.93	3.81
Large Cap	72.33	74.07
Small Cap	5.07	8.98
Mid Cap	20.79	13.14

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	1.73	1.56
Telecom - Services	2.38	-
Petroleum Products	5.46	-
IT - Software	6.97	-
Pharmaceuticals and Biotechnology	3.91	-
Construction	5.45	3.07
Diversified FMCG	1.77	-
Non - Ferrous Metals	0.93	-
Banks	20.63	-
Cement and Cement Products	6.2	-
Chemicals and Petrochemicals	5.88	-
Automobiles	5.56	-
Personal Products	0.67	-
Transport Services	3.55	-
Capital Markets	0.94	-
Gas	3.41	-
Electrical Equipment	2.26	-
Fertilizers and Agrochemicals	0.67	-
Insurance	0.56	2.8
Industrial Products	0.93	-
Agricultural, Commercial and Constr	0.81	-
Aerospace and Defense	5.76	-
Auto Components	5.44	-
Beverages	0.89	-
Finance	0.33	-
Ferrous Metals	3.58	-
Power	1.29	-
Retailing	2.05	-
Unclassified	0.11	1.02
Energy	-	4.06
Healthcare	-	10.07
Communication	-	4.78
Technology	-	10.34
Materials	-	1.29
Financial	-	27.49
Metals & Mining	-	4.07
Consumer Staples	-	7.81
Capital Goods	-	6.1
Chemicals	-	1.19
Services	-	2.72
Automobile	-	7.27
Consumer Discretionary	-	3.45
Diversified	-	0.91