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 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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