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

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Kotak Flexicap Fund - Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	Very High Risk
Asset Size (Cr)	₹49112 Cr	₹21417 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹100
Launch Date	11 Sep 2009	27 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	1.48	1.68
Manager	Harsha Upadhyaya	Dhaval Joshi
ISIN Code	INF174K01336	INF209K01AJ8
Exits Load	Kotak Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	-2.76%	-3.05%
6 Month	-9.52%	-8.52%
1 Year	6.96%	7.04%
3 Year	13.18%	12.82%
5 Year	14.16%	14.91%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	-	-
1 Year	-7.99%	-5.79%
3 Year	13.12%	14.23%
5 Year	15.52%	16.35%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	12.91%	17.42%
3 Year	15.14%	16.25%
5 Year	15.31%	16.95%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation	12.26%	12.55%
Sharp	0.54%	0.5%
Beta	0.92%	0.97%
Alpha	-0.04%	-0.81%

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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	1.49	0.98
Large Cap	73.11	67.65
Small Cap	5.88	13.11
Mid Cap	19.68	17.83

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	1.49	0.98
Telecom - Services	2.74	3.25
Petroleum Products	4.65	5.03
IT - Software	8.68	10.74
Pharmaceuticals & Biotechnology	3.59	6.63
Construction	5.35	2.89
Diversified FMCG	1.78	-
Non - Ferrous Metals	1.02	1.22
Banks	22.27	20.57
Cement & Cement Products	6.13	2.5
Chemicals & Petrochemicals	5.64	2.23
Automobiles	4	5.24
Personal Products	0.63	1.11
Transport Services	3.16	0.57
Capital Markets	1.49	0.53
Gas	3.09	-
Electrical Equipment	2.21	2.5
Fertilizers & Agrochemicals	0.77	0.24
Insurance	0.68	3.99
Industrial Products	0.81	2.85
Aerospace & Defense	6	0.51
Agricultural, Commercial & Construction Vehicles	0.76	-
Auto Components	4.86	4.54
Beverages	0.79	3.94
Finance	0.37	4.45
Ferrous Metals	3.46	0.98
Power	1.27	-
Retailing	2.47	1.86
Paper, Forest & Jute Products	-	0.56
Healthcare Services	-	2.27
Consumer Durables	-	4.27
Agricultural Food & other Products	-	1.47
Entertainment	-	0.43
Minerals & Mining	-	0.37
Industrial Manufacturing	-	0.26
Realty	-	0.59