Kotak Flexicap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare

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Kotak Flexicap Fund - Growth

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Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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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	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Fund	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹49112 Cr	₹21417 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹100
Launch Date	11 Sep 2009	27 Aug 1998
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	16.04%	20%
Expense Ratio	1.48	1.68
Manager	Harsha Upadhyaya	Dhaval Joshi
ISIN Code	INF174K01336	INF209K01AJ8
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	Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	7.23%	7.13%
6 Month	-9.68%	-10.69%
1 Year	5.71%	8.63%
3 Year	13.51%	12.79%
5 Year	24.07%	25.82%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	-2.11%	-2.69%
1 Year	-5.77%	-3.78%
3 Year	14.87%	16.04%
5 Year	16%	16.68%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	12.91%	17.42%
3 Year	15.14%	16.25%
5 Year	15.31%	16.95%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation	12.26%	12.55%
Sharp	0.49%	0.44%
Beta	0.91%	0.95%
Alpha	0.38%	-0.39%

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Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Name	Harsha Upadhyaya	Dhaval Joshi
Total AUM	₹139411 Cr	₹361932 Cr
Funds Managed	11	55
	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	2.34	2.97
Large Cap	69.17	68.48
Small Cap	5.12	10.36
Mid Cap	23.37	18.19

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	2.02	1.38
Communication Services	2.84	3.18
Energy	6.04	5.54
Technology	9.93	11.14
Consumer Cyclical	10.48	11.37
Healthcare	3.47	8.65
Industrials	21.55	11.66
Consumer Defensive	2.78	7.5
Basic Materials	13.78	8.1
Financial Services	24.22	30.82
Utilities	2.87	0.08
Real Estate	-	0.6