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ITI Flexi Cap Fund Regular vs Kotak Flexicap Fund compare

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tortoise-icon ITI Flexi Cap Fund Regular - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name ITI Flexi Cap Fund Regular - Growth Kotak Flexicap Fund - Growth
1 Month 4.02% 4.64%
6 Month -6.96% 0.05%
1 Year 6.72% 9.99%
3 Year - 15.74%
5 Year - 22.53%

SIP Return Analysis

Scheme Name ITI Flexi Cap Fund Regular - Growth Kotak Flexicap Fund - Growth
6 Month -2.43% 1.43%
1 Year -9.99% -2.08%
3 Year - 15.41%
5 Year - 16.01%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name ITI Flexi Cap Fund Regular - Growth Kotak Flexicap Fund - Growth
Standard Deviation - 12.26%
Sharp - 0.5%
Beta - 0.93%
Alpha - 0.59%

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Fund Managers

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

Market Cap

Scheme Name

ITI Flexi Cap Fund Regular - Growth

Kotak Flexicap Fund - Growth

Others 5.78 2.55
Large Cap 45.55 69.56
Small Cap 34.85 4.4
Mid Cap 13.83 23.49

Sector Allocation

Scheme Name

ITI Flexi Cap Fund Regular - Growth

Kotak Flexicap Fund - Growth

Others 4.89 2.55
Energy 4.69 -
Industrials 21.81 -
Technology 13.06 -
Financial Services 19.69 -
Consumer Cyclical 9.7 -
Basic Materials 7.45 -
Real Estate 1.93 -
Healthcare 7.06 -
Utilities 2.17 -
Consumer Defensive 5.03 -
Communication Services 2.54 -
Telecom - Services - 2.97
Petroleum Products - 4.38
IT - Software - 9.57
Retailing - 2.8
Pharmaceuticals and Biotechnology - 2.03
Construction - 4.77
Diversified FMCG - 1.25
Non - Ferrous Metals - 0.84
Banks - 22.97
Pharmaceuticals & Biotechnology - 1.49
Cement & Cement Products - 0.8
Chemicals and Petrochemicals - 6.41
Personal Products - 0.55
Transport Services - 3.46
Capital Markets - 1.62
Gas - 2.91
Electrical Equipment - 1.61
Automobiles - 3.56
Fertilizers & Agrochemicals - 0.77
Insurance - 0.59
Industrial Products - 0.74
Aerospace and Defense - 0.33
Agricultural, Commercial & Construction Vehicles - 0.51
Aerospace & Defense - 5.26
Cement and Cement Products - 5.34
Auto Components - 3.78
Beverages - 0.89
Finance - 0.26
Ferrous Metals - 3.58
Power - 1.41

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