Axis Flexi Cap Fund vs Kotak Flexicap Fund compare

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Kotak Flexicap Fund - Growth

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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)	₹56040 Cr	₹13319 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	0.71%	-0.99%
6 Month	3.23%	2.51%
1 Year	4.85%	0.37%
3 Year	15.63%	13.62%
5 Year	16.53%	13.52%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	3.09%	1.41%
1 Year	17.02%	12.24%
3 Year	16.02%	14.35%
5 Year	15.65%	12.72%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Year	11.92%	10.06%
3 Year	15.45%	14.19%
5 Year	15.55%	14.76%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	12.26%	13.15%
Sharp	0.84%	0.58%
Beta	0.92%	0.95%
Alpha	0.64%	-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
Others	2.08	14.1
Large Cap	74.29	53.66
Mid Cap	19.04	19.73
Small Cap	4.59	12.51

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	2.08	6.62
Telecom - Services	3.15	-
Petroleum Products	4.75	-
IT - Software	6.77	-
Retailing	3.85	-
Cement & Cement Products	6.13	-
Pharmaceuticals & Biotechnology	2.97	-
Construction	4.47	-
Diversified FMCG	1.14	-
Non - Ferrous Metals	1.13	-
Banks	22.62	-
Chemicals & Petrochemicals	6.35	-
Personal Products	0.5	-
Transport Services	3.26	-
Capital Markets	1.66	-
Gas	2.49	-
Electrical Equipment	1.26	-
Automobiles	4.29	-
Fertilizers & Agrochemicals	0.57	-
Insurance	0.75	-
Industrial Products	0.62	-
Agricultural, Commercial & Construction Vehicles	0.75	-
Aerospace & Defense	6.08	-
Finance	2	-
Auto Components	3.82	-
Beverages	0.67	-
Power	2.25	-
Ferrous Metals	3.62	-
Technology	-	6.99
Consumer Cyclical	-	17.57
Healthcare	-	9.43
Financial Services	-	28.81
Basic Materials	-	5.8
Industrials	-	14.52
Communication Services	-	4.92
Consumer Defensive	-	0.47
Real Estate	-	3.56
Utilities	-	1.31