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Axis Flexi Cap Fund vs Kotak Flexicap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon Axis Flexi Cap Fund - Regular Plan - Growth

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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 Axis Flexi Cap Fund - Regular Plan - Growth
Fund Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹52533 Cr ₹12824 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 11 Sep 2009 24 Nov 2017
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 16.04% 30%
Expense Ratio 1.46 1.73
Manager Harsha Upadhyaya Shreyash Devalkar
ISIN Code INF174K01336 INF846K01B51
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 Axis Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
1 Month 3.84% 3.1%
6 Month 8.48% 1.16%
1 Year 5.5% 5.03%
3 Year 22.5% 18.66%
5 Year 21.35% 18.41%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
6 Month 12.55% 10.15%
1 Year 20.07% 13.26%
3 Year 19.91% 17.44%
5 Year 18.25% 14.87%

Rolling Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
1 Year 12.51% 12.08%
3 Year 15.11% 14.02%
5 Year 15.35% 14.15%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation 12.26% 14.62%
Sharp 0.9% 0.62%
Beta 0.93% 0.96%
Alpha 0.93% -1.75%

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Fund Managers

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
Name Harsha Upadhyaya Shreyash Devalkar
Total AUM ₹139411 Cr ₹166770 Cr
Funds Managed 11 14
Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Flexicap Fund - Growth

Axis Flexi Cap Fund - Regular Plan - Growth

Others 2 6.6
Large Cap 69.3 64.47
Small Cap 4.65 11.09
Mid Cap 24.05 17.85

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

Axis Flexi Cap Fund - Regular Plan - Growth

Others 2 6.02
Telecom - Services 3.03 -
Petroleum Products 4.66 -
IT - Software 7.95 -
Retailing 2.58 -
Pharmaceuticals & Biotechnology 3.11 -
Construction 4.66 -
Diversified FMCG 1.16 -
Non - Ferrous Metals 0.72 -
Banks 23.15 -
Cement & Cement Products 5.93 -
Chemicals & Petrochemicals 7.1 -
Personal Products 0.59 -
Transport Services 3.39 -
Capital Markets 1.91 -
Gas 2.8 -
Electrical Equipment 1.43 -
Automobiles 3.36 -
Fertilizers & Agrochemicals 0.65 -
Insurance 0.77 -
Industrial Products 0.71 -
Aerospace & Defense 6.92 -
Agricultural, Commercial & Construction Vehicles 0.76 -
Auto Components 3.8 -
Beverages 0.78 -
Finance 0.24 -
Power 2.41 -
Ferrous Metals 3.43 -
Technology - 6.68
Healthcare - 8.91
Financial Services - 30
Basic Materials - 5.65
Consumer Cyclical - 15.14
Industrials - 14.38
Consumer Defensive - 2.34
Utilities - 2.27
Communication Services - 4.62
Real Estate - 3.99

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