Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Flexi Cap Fund vs Kotak Flexicap Fund compare

Link copied to clipboard!

tortoise-icon Kotak Flexicap Fund - Growth

Invest Now

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

Invest Now

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) ₹49112 Cr ₹12125 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 1.48 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 8.09% 8.3%
6 Month -9.77% -12.29%
1 Year 8.31% 8.88%
3 Year 14.9% 10.24%
5 Year 23.53% 18.44%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
6 Month -2.11% -4.77%
1 Year -5.77% -6.76%
3 Year 14.87% 13.08%
5 Year 16% 13.02%

Rolling Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
1 Year 12.91% 13.49%
3 Year 15.14% 14.2%
5 Year 15.31% 14.04%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation 12.26% 14.57%
Sharp 0.49% 0.141%
Beta 0.91% 0.948%
Alpha 0.38% -4.284%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 2.34 6.55
Large Cap 69.17 64.6
Small Cap 5.12 11.55
Mid Cap 23.37 17.3

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

Axis Flexi Cap Fund - Regular Plan - Growth

Others 2.02 6.27
Communication Services 2.84 4.18
Energy 6.04 -
Technology 9.93 8.43
Consumer Cyclical 10.48 17.8
Healthcare 3.47 8.68
Industrials 21.55 13.04
Consumer Defensive 2.78 3.07
Basic Materials 13.78 5.19
Financial Services 24.22 26.2
Utilities 2.87 3.16
Real Estate - 3.99

Top Comparisons

Invesco India Midcap Fund - Growth Option Invesco India Midcap Fund - Growth Option

3Y Returns22.15%

VS

Edelweiss Mid Cap Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option

3Y Returns21.92%

Compare Now

ICICI Prudential MidCap Fund - Growth ICICI Prudential MidCap Fund - Growth

3Y Returns18.6%

VS

Edelweiss Mid Cap Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option

3Y Returns21.92%

Compare Now

SBI Large & MIDCap Fund- Regular Plan -Growth SBI Large & MIDCap Fund- Regular Plan -Growth

3Y Returns16.58%

VS

Axis Growth Opportunities Fund - Regular Plan - Growth Axis Growth Opportunities Fund - Regular Plan - Growth

3Y Returns13.4%

Compare Now

SBI Magnum Midcap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth

3Y Returns17.96%

VS

Nippon India Growth Fund-Growth Plan-Growth Option Nippon India Growth Fund-Growth Plan-Growth Option

3Y Returns23.25%

Compare Now
Add to Cart Successfully