Axis Flexi Cap Fund vs Kotak Flexicap Fund compare

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)	₹50582 Cr	₹12666 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	1.47	1.72
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

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Month	-4.39%	-6.29%
6 Month	-6.73%	-2.9%
1 Year	11.8%	14.52%
3 Year	12.73%	8.16%
5 Year	15.02%	13.86%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	1.23%	5.77%
3 Year	16.36%	15.53%
5 Year	17.32%	15.14%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Year	12.66%	11.73%
3 Year	15.17%	14.47%
5 Year	15.25%	13.76%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	12.26%	13.16%
Sharp	0.62%	0.59%
Beta	0.92%	0.94%
Alpha	0.43%	-4.77%

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

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	1.49	5.78
Large Cap	73.11	64.03
Small Cap	5.88	13.33
Mid Cap	19.68	16.83

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	1.49	5.78
Telecom - Services	2.74	4.18
Petroleum Products	4.65	-
IT - Software	8.68	5.92
Pharmaceuticals & Biotechnology	3.59	3.7
Construction	5.35	-
Diversified FMCG	1.78	-
Non - Ferrous Metals	1.02	-
Banks	22.27	16.37
Cement & Cement Products	6.13	2.79
Chemicals & Petrochemicals	5.64	2.42
Automobiles	4	5.79
Personal Products	0.63	-
Transport Services	3.16	2.13
Capital Markets	1.49	-
Gas	3.09	-
Electrical Equipment	2.21	3.21
Fertilizers & Agrochemicals	0.77	-
Insurance	0.68	-
Industrial Products	0.81	2.44
Aerospace & Defense	6	3.99
Agricultural, Commercial & Construction Vehicles	0.76	-
Auto Components	4.86	4.1
Beverages	0.79	1.86
Finance	0.37	7.76
Ferrous Metals	3.46	-
Power	1.27	3.88
Retailing	2.47	7.71
Leisure Services	-	1.17
Consumer Durables	-	3.25
Financial Technology (Fintech)	-	1.77
Food Products	-	0.7
Realty	-	4.24
Industrial Manufacturing	-	1.23
Healthcare Services	-	3.58