HDFC Flexi Cap Fund vs Kotak Flexicap Fund compare

Link copied to clipboard!

tortoise-icon Kotak Flexicap Fund - Growth

Invest Now

tortoise-icon HDFC Flexi Cap Fund - Growth Plan

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Flexicap Fund - Growth HDFC Flexi Cap Fund - Growth Plan
Fund Kotak Flexicap Fund - Growth HDFC Flexi Cap Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹52972 Cr ₹59103 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Sep 2009 01 Jan 1995
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 16.04% 42.17%
Expense Ratio 1.45 1.46
Manager Harsha Upadhyaya Dhruv Muchhal
ISIN Code INF174K01336 INF179K01608
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 1 year/365

Trailing Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth HDFC Flexi Cap Fund - Growth Plan
1 Month -5.87% 0.96%
6 Month 7% 18.37%
1 Year 33.54% 43.72%
3 Year 14.4% 27.67%
5 Year 16.85% 24.69%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth HDFC Flexi Cap Fund - Growth Plan
6 Month - -
1 Year 18.33% 19.39%
3 Year 38.89% 51.25%
5 Year 68.88% 100.41%

Rolling Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth HDFC Flexi Cap Fund - Growth Plan
1 Year 12.71% 18.21%
3 Year 15.2% 18.68%
5 Year 15.24% 18.53%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth HDFC Flexi Cap Fund - Growth Plan
Standard Deviation 12.26% 12.12%
Sharp 0.8% 1.51%
Beta 0.93% 0.86%
Alpha -0.12% 7.25%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Flexicap Fund - Growth HDFC Flexi Cap Fund - Growth Plan
Name Harsha Upadhyaya Dhruv Muchhal
Total AUM ₹139411 Cr ₹520687 Cr
Fund Manage 11 40
Kotak Flexicap Fund - Growth HDFC Flexi Cap Fund - Growth Plan

Market Cap

Scheme Name

Kotak Flexicap Fund - Growth

HDFC Flexi Cap Fund - Growth Plan

Others 1.26 12.96
Large Cap 73.17 75.31
Small Cap 5.45 8.4
Mid Cap 20.14 3.33

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

HDFC Flexi Cap Fund - Growth Plan

Others 1.16 9.63
Telecom - Services 2.58 4.52
Petroleum Products 5.59 0.26
IT - Software 7.99 9.97
Pharmaceuticals & Biotechnology 3.79 8.83
Construction 5.46 1.81
Diversified FMCG 1.83 -
Non - Ferrous Metals 0.99 -
Banks 20.93 35.17
Cement & Cement Products 6.01 -
Chemicals & Petrochemicals 5.85 -
Automobiles 4.72 4.92
Personal Products 0.7 -
Transport Services 3.7 0.19
Capital Markets 0.97 -
Gas 3.45 -
Electrical Equipment 1.98 -
Fertilizers & Agrochemicals 0.68 -
Insurance 0.55 4.04
Industrial Products 0.87 -
Aerospace & Defense 6.01 2.37
Agricultural, Commercial & Construction Vehicles 0.68 -
Auto Components 5.04 2.6
Beverages 0.85 1.05
Finance 0.36 -
Ferrous Metals 3.57 0.18
Power 1.27 1.88
Retailing 2.44 -
Realty - 5.23
Healthcare Services - 3.98
IT - Services - 0.43
Oil - 0.39
Entertainment - 0.34
Consumer Durables - 1.15
Leisure Services - 1.06

Top Comparisons

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

3Y Returns15.1%

VS

IDBI Nifty Next 50 Index Fund Growth IDBI Nifty Next 50 Index Fund Growth

3Y Returns22.75%

Compare Now

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

3Y Returns25.29%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns22.61%

Compare Now

HDFC Arbitrage Fund - Wholesale Growth Option HDFC Arbitrage Fund - Wholesale Growth Option

3Y Returns5.83%

VS

Tata Arbitrage Fund-Regular Plan-Growth Tata Arbitrage Fund-Regular Plan-Growth

3Y Returns5.73%

Compare Now

Edelweiss Overnight Fund - Regular Plan - Growth Edelweiss Overnight Fund - Regular Plan - Growth

3Y Returns5.71%

VS

Sundaram Overnight Fund Regular Plan - Growth Sundaram Overnight Fund Regular Plan - Growth

3Y Returns5.53%

Compare Now
Request call back
Add to Cart Successfully