ITI Flexi Cap Fund Regular vs Kotak Flexicap Fund compare

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ITI Flexi Cap Fund Regular - Growth

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Kotak Flexicap Fund - Growth

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Chart Comparison

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

Overview

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
Fund	ITI Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1201 Cr	₹49112 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	17 Feb 2023	11 Sep 2009
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	%	16.04%
Expense Ratio	2.03	1.48
Manager	Rohan Korde	Harsha Upadhyaya
ISIN Code	INF00XX01CL3	INF174K01336
Exits Load	ITI Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Kotak Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
1 Month	7.31%	6.59%
6 Month	-15.73%	-10.22%
1 Year	3.22%	5.55%
3 Year	-	13.3%
5 Year	-	23.94%

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
6 Month	-7.91%	-2.11%
1 Year	-14.38%	-5.77%
3 Year	-	14.87%
5 Year	-	16%

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
1 Year	47.9%	12.91%
3 Year	-	15.14%
5 Year	-	15.31%

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
Standard Deviation	-	12.26%
Sharp	-	0.49%
Beta	-	0.91%
Alpha	-	0.38%

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Scheme Name	ITI Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
Name	Rohan Korde	Harsha Upadhyaya
Total AUM	₹4626 Cr	₹139411 Cr
Funds Managed	10	11
	ITI Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
Others	5.78	2.34
Large Cap	45.55	69.17
Small Cap	34.85	5.12
Mid Cap	13.83	23.37

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
Others	4.89	2.02
Energy	4.69	6.04
Industrials	21.81	21.55
Technology	13.06	9.93
Financial Services	19.69	24.22
Consumer Cyclical	9.7	10.48
Basic Materials	7.45	13.78
Real Estate	1.93	-
Healthcare	7.06	3.47
Utilities	2.17	2.87
Consumer Defensive	5.03	2.78
Communication Services	2.54	2.84