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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 Risk Very High Risk
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 -2.76% -4.5%
6 Month -9.52% -9.6%
1 Year 6.96% 7.46%
3 Year 13.18% 8.57%
5 Year 14.16% 11.91%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
6 Month - -
1 Year -7.99% -7.41%
3 Year 13.12% 11.05%
5 Year 15.52% 12.23%

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% 13.696%
Sharp 0.54% 0.293%
Beta 0.92% 0.924%
Alpha -0.04% -3.423%

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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 1.49 5.78
Large Cap 73.11 64.03
Small Cap 5.88 13.33
Mid Cap 19.68 16.83

Sector Allocation

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

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