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Axis Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Axis Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹56460 Cr | ₹13026 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.1% | -1.09% |
| 6 Month | 0.96% | -2.82% |
| 1 Year | 12.11% | 4.46% |
| 3 Year | 16.67% | 14.78% |
| 5 Year | 14.81% | 11.37% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.77% | -3.16% |
| 1 Year | 10.83% | 2.26% |
| 3 Year | 13.53% | 10.17% |
| 5 Year | 14.21% | 10.38% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.84% | 9.69% |
| 3 Year | 15.52% | 14.19% |
| 5 Year | 15.57% | 14.63% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.26% | 13.16% |
| Sharp | 0.85% | 0.65% |
| Beta | 0.93% | 0.97% |
| Alpha | 0.41% | -2% |
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 | 6.26 | 14.9 |
| Large Cap | 67.42 | 55.26 |
| Mid Cap | 23.29 | 18.01 |
| Small Cap | 3.03 | 11.84 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.54 | 8.59 |
| Communication Services | 3.21 | 5.16 |
| Energy | 6.27 | - |
| Technology | 6.95 | 6.91 |
| Consumer Cyclical | 11.77 | 18.01 |
| Basic Materials | 14.02 | 5.8 |
| Healthcare | 2.83 | 8.03 |
| Industrials | 18.47 | 13.39 |
| Consumer Defensive | 2.2 | 0 |
| Financial Services | 28.55 | 29.54 |
| Utilities | 3.19 | 1.33 |
| Real Estate | - | 3.24 |
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