Edelweiss Flexi Cap Fund vs Kotak Flexicap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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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 Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Fund Kotak Flexicap Fund - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹52972 Cr ₹2138 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Sep 2009 05 Jan 2015
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 16.04% 49%
Expense Ratio 1.45 1.99
Manager Harsha Upadhyaya Trideep Bhattacharya
ISIN Code INF174K01336 INF843K01KN5
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 of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month -5.88% -6.25%
6 Month 2.7% 8.87%
1 Year 25.26% 35.01%
3 Year 13.18% 16.26%
5 Year 15.79% 19.77%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 16.99% 26.47%
3 Year 20.72% 26.17%
5 Year 19.77% 24.24%

Rolling Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year 12.66% 13.52%
3 Year 15.17% 14.74%
5 Year 15.25% 13.61%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.26% 12.65%
Sharp 0.61% 1.01%
Beta 0.93% 0.98%
Alpha -0.3% 2.49%

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Fund Managers

Scheme Name Kotak Flexicap Fund - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Name Harsha Upadhyaya Trideep Bhattacharya
Total AUM ₹139411 Cr ₹0 Cr
Fund Manage 11 9
Kotak Flexicap Fund - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Flexicap Fund - Growth

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 1.66 4.52
Large Cap 73.16 67.48
Small Cap 5.26 6.52
Mid Cap 20.13 21.48

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 1.66 0.62
Telecom - Services 2.73 -
Petroleum Products 5.22 -
IT - Software 8.43 -
Pharmaceuticals & Biotechnology 3.6 -
Construction 5.22 7.1
Diversified FMCG 1.91 -
Non - Ferrous Metals 1.05 -
Banks 21.27 -
Cement & Cement Products 6.16 -
Chemicals & Petrochemicals 5.82 -
Personal Products 0.65 -
Transport Services 3.43 -
Capital Markets 1.06 -
Gas 3.29 -
Electrical Equipment 2.15 -
Automobiles 4.12 -
Fertilizers & Agrochemicals 0.65 -
Insurance 0.6 -
Industrial Products 0.86 -
Aerospace & Defense 5.65 -
Agricultural, Commercial & Construction Vehicles 0.65 -
Auto Components 5.08 -
Beverages 0.87 -
Finance 0.4 -
Ferrous Metals 3.75 -
Power 1.31 -
Retailing 2.62 -
Energy - 6.26
Technology - 7.45
Consumer Staples - 4.55
Financial - 24.63
Metals & Mining - 4.86
Healthcare - 3.63
Automobile - 9.65
Capital Goods - 15
Communication - 3.13
Materials - 5.42
Consumer Discretionary - 2.16
Services - 5.24
Chemicals - 0.3

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