Axis Flexi Cap Fund vs Kotak Flexicap Fund compare

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)	₹56885 Cr	₹13276 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	-1.29%	-2.46%
6 Month	2.97%	1.61%
1 Year	6.55%	-0.19%
3 Year	15.82%	13.76%
5 Year	15.84%	12.28%

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	1.3%	-0.68%
1 Year	14.43%	9.23%
3 Year	14.69%	12.86%
5 Year	14.71%	11.73%

Rolling Lumpsum Returns

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Year	11.89%	9.93%
3 Year	15.46%	14.16%
5 Year	15.56%	14.73%

Risk Management

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	12.26%	13.17%
Sharp	0.81%	0.56%
Beta	0.92%	0.96%
Alpha	0.98%	-0.88%

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	6.04	14.45
Large Cap	67.83	54.11
Mid Cap	23.15	19.11
Small Cap	2.98	12.33

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	2.34	7.14
Communication Services	3.18	5.05
Energy	6.05	-
Technology	6.88	6.57
Consumer Cyclical	11.92	17.25
Basic Materials	13.88	5.74
Healthcare	2.88	8.44
Industrials	18.75	14.8
Consumer Defensive	2.25	0.2
Financial Services	28.68	30.17
Utilities	3.2	1.31
Real Estate	-	3.33

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