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) | ₹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 | 8.09% | 8.3% |
6 Month | -9.77% | -12.29% |
1 Year | 8.31% | 8.88% |
3 Year | 14.9% | 10.24% |
5 Year | 23.53% | 18.44% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -2.11% | -4.77% |
1 Year | -5.77% | -6.76% |
3 Year | 14.87% | 13.08% |
5 Year | 16% | 13.02% |
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% | 14.57% |
Sharp | 0.49% | 0.141% |
Beta | 0.91% | 0.948% |
Alpha | 0.38% | -4.284% |
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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 |
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 | 2.34 | 6.55 |
Large Cap | 69.17 | 64.6 |
Small Cap | 5.12 | 11.55 |
Mid Cap | 23.37 | 17.3 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.02 | 6.27 |
Communication Services | 2.84 | 4.18 |
Energy | 6.04 | - |
Technology | 9.93 | 8.43 |
Consumer Cyclical | 10.48 | 17.8 |
Healthcare | 3.47 | 8.68 |
Industrials | 21.55 | 13.04 |
Consumer Defensive | 2.78 | 3.07 |
Basic Materials | 13.78 | 5.19 |
Financial Services | 24.22 | 26.2 |
Utilities | 2.87 | 3.16 |
Real Estate | - | 3.99 |
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