Axis Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Axis Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns21.95%
DSP World Energy Fund - Regular Plan - Growth
3Y Returns12.18%
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns7.15%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns7.43%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns21.03%
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
3Y Returns21.03%
Tata Small Cap Fund Regular Growth
3Y Returns27.52%
HSBC Small Cap Fund Regular Growth
3Y Returns26.73%