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)	₹51104 Cr	₹12723 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	05 Sep 2009	10 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	1.72
Manager	Harsha Upadhyaya	Shreyash Devalkar
ISIN Code	INF174K01336	INF846K01B51
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Month	4.63%	2.45%
6 Month	21.64%	20.56%
1 Year	34.46%	37.71%
3 Year	16.59%	12.63%
5 Year	19.61%	17.77%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	18.33%	16.46%
3 Year	38.89%	28.91%
5 Year	68.88%	53.09%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Year	20.39%	17.76%
3 Year	51.57%	39.89%
5 Year	75.36%	58.9%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	12.26%	13.16%
Sharp	0.8%	0.59%
Beta	0.92%	0.94%
Alpha	-0.49%	-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	1.93	5.7
Large Cap	72.33	68.09
Small Cap	5.07	12.9
Mid Cap	20.79	13.32

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	1.73	5.69
Telecom - Services	2.38	-
Petroleum Products	5.46	-
IT - Software	6.97	-
Pharmaceuticals and Biotechnology	3.91	-
Construction	5.45	6.14
Diversified FMCG	1.77	-
Non - Ferrous Metals	0.93	-
Banks	20.63	-
Cement and Cement Products	6.2	-
Chemicals and Petrochemicals	5.88	-
Automobiles	5.56	-
Personal Products	0.67	-
Transport Services	3.55	-
Capital Markets	0.94	-
Gas	3.41	-
Electrical Equipment	2.26	-
Fertilizers and Agrochemicals	0.67	-
Insurance	0.56	-
Industrial Products	0.93	-
Agricultural, Commercial and Constr	0.81	-
Aerospace and Defense	5.76	-
Auto Components	5.44	-
Beverages	0.89	-
Finance	0.33	-
Ferrous Metals	3.58	-
Power	1.29	-
Retailing	2.05	-
Unclassified	0.11	-
Materials	-	3.65
Technology	-	5.32
Automobile	-	11.39
Financial	-	24.97
Energy	-	4.56
Healthcare	-	6.98
Services	-	11.77
Capital Goods	-	8.03
Chemicals	-	2.33
Metals & Mining	-	0.53
Consumer Staples	-	2.36
Consumer Discretionary	-	0.98
Diversified	-	1.73
Communication	-	3.58