Axis Flexi Cap Fund vs Kotak Flexicap Fund compare

Link copied to clipboard!

Kotak Flexicap Fund - Growth

Invest Now

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)	₹54083 Cr	₹8631 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

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Month	1.92%	2.36%
6 Month	8.27%	8.95%
1 Year	9.2%	6.11%
3 Year	16.25%	14.21%
5 Year	19.02%	16.14%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	2.99%	3.01%
1 Year	16.16%	13.57%
3 Year	16.04%	15.41%
5 Year	15.58%	13.18%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Year	12.03%	10.74%
3 Year	15.32%	14.15%
5 Year	15.49%	14.69%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	12.26%	13.15%
Sharp	0.87%	0.58%
Beta	0.93%	0.95%
Alpha	1.21%	-1.29%

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

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Large Cap	76.56	53.81
Mid Cap	18.86	19.39
Small Cap	4.65	12.28
Others	0.12	14.52

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	2.94	7.37
Telecom - Services	2.98	-
Petroleum Products	4.54	-
IT - Software	6.84	-
Retailing	3.91	-
Cement & Cement Products	6.35	-
Pharmaceuticals & Biotechnology	3.1	-
Construction	4.38	-
Diversified FMCG	1.21	-
Non - Ferrous Metals	0.85	-
Banks	21.99	-
Chemicals & Petrochemicals	6.36	-
Personal Products	0.54	-
Transport Services	3.29	-
Capital Markets	1.5	-
Gas	2.55	-
Electrical Equipment	1.29	-
Automobiles	4.39	-
Fertilizers & Agrochemicals	0.62	-
Insurance	0.79	-
Industrial Products	0.61	-
Agricultural, Commercial & Construction Vehicles	0.73	-
Aerospace & Defense	6.05	-
Finance	1.94	-
Auto Components	3.71	-
Beverages	0.69	-
Power	2.3	-
Ferrous Metals	3.74	-
Technology	-	7.17
Consumer Cyclical	-	17.63
Healthcare	-	9.57
Financial Services	-	28.33
Basic Materials	-	5.87
Industrials	-	14.52
Communication Services	-	4.64
Consumer Defensive	-	0.46
Real Estate	-	3.2
Utilities	-	1.25