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Edelweiss Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹49112 Cr | ₹2376 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 11 Sep 2009 | 03 Feb 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 | 1.48 | 1.96 |
| Manager | Harsha Upadhyaya | Trideep Bhattacharya |
| ISIN Code | INF174K01336 | INF843K01KN5 |
| 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 | Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 8.08% | 6.73% |
| 6 Month | -8.77% | -12.96% |
| 1 Year | 8.31% | 9.59% |
| 3 Year | 14.18% | 15.3% |
| 5 Year | 23.43% | 25.88% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.11% | -5.96% |
| 1 Year | -5.77% | -9.54% |
| 3 Year | 14.87% | 16.87% |
| 5 Year | 16% | 18.36% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.91% | 14.04% |
| 3 Year | 15.14% | 14.98% |
| 5 Year | 15.31% | 14.22% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.26% | 14.087% |
| Sharp | 0.49% | 0.669% |
| Beta | 0.91% | 0.982% |
| Alpha | 0.38% | 1.49% |
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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 |
| Funds Managed | 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 | 2.34 | 4.82 |
| Large Cap | 69.17 | 64.14 |
| Small Cap | 5.12 | 9.1 |
| Mid Cap | 23.37 | 21.94 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.02 | 3.68 |
| Communication Services | 2.84 | 3.41 |
| Energy | 6.04 | 3.64 |
| Technology | 9.93 | 13.38 |
| Consumer Cyclical | 10.48 | 11.36 |
| Healthcare | 3.47 | 7.13 |
| Industrials | 21.55 | 13.92 |
| Consumer Defensive | 2.78 | 5.24 |
| Basic Materials | 13.78 | 3.32 |
| Financial Services | 24.22 | 29.79 |
| Utilities | 2.87 | 3.55 |
| Real Estate | - | 1.58 |
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