Axis Flexi Cap Fund vs Kotak Flexicap Fund compare

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)	₹50582 Cr	₹12666 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	1.47	1.72
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	2.12%	3.9%
6 Month	-0.66%	4.32%
1 Year	18.98%	23.65%
3 Year	15.88%	10.97%
5 Year	16.4%	15.39%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	11.06%	18.67%
3 Year	19.78%	19.44%
5 Year	19.43%	17.58%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Year	12.66%	11.73%
3 Year	15.17%	14.47%
5 Year	15.25%	13.76%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	12.26%	13.16%
Sharp	0.78%	0.59%
Beta	0.92%	0.94%
Alpha	0.83%	-4.77%

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

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

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