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) ₹52972 Cr ₹12723 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Sep 2009 10 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 1.45 1.72
Manager Harsha Upadhyaya Shreyash Devalkar
ISIN Code INF174K01336 INF846K01B51
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 for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
1 Month -5.88% -5.25%
6 Month 2.7% 7.8%
1 Year 25.26% 28.51%
3 Year 13.18% 8.21%
5 Year 15.79% 15.09%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 16.99% 20.77%
3 Year 20.72% 18.53%
5 Year 19.77% 17.1%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation 12.26% 13.16%
Sharp 0.61% 0.59%
Beta 0.93% 0.94%
Alpha -0.3% -4.77%

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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
Fund Manage 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 1.66 5.7
Large Cap 73.16 68.09
Small Cap 5.26 12.9
Mid Cap 20.13 13.32

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

Axis Flexi Cap Fund - Regular Plan - Growth

Others 1.66 5.69
Telecom - Services 2.73 -
Petroleum Products 5.22 -
IT - Software 8.43 -
Pharmaceuticals & Biotechnology 3.6 -
Construction 5.22 6.14
Diversified FMCG 1.91 -
Non - Ferrous Metals 1.05 -
Banks 21.27 -
Cement & Cement Products 6.16 -
Chemicals & Petrochemicals 5.82 -
Personal Products 0.65 -
Transport Services 3.43 -
Capital Markets 1.06 -
Gas 3.29 -
Electrical Equipment 2.15 -
Automobiles 4.12 -
Fertilizers & Agrochemicals 0.65 -
Insurance 0.6 -
Industrial Products 0.86 -
Aerospace & Defense 5.65 -
Agricultural, Commercial & Construction Vehicles 0.65 -
Auto Components 5.08 -
Beverages 0.87 -
Finance 0.4 -
Ferrous Metals 3.75 -
Power 1.31 -
Retailing 2.62 -
Materials - 3.65
Technology - 5.32
Automobile - 11.39
Financial - 24.97
Energy - 4.56
Healthcare - 6.98
Services - 11.77
Capital Goods - 8.03
Chemicals - 2.33
Metals & Mining - 0.53
Consumer Staples - 2.36
Consumer Discretionary - 0.98
Diversified - 1.73
Communication - 3.58

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