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

Kotak Flexicap Fund - Growth

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

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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)	₹52972 Cr	₹21899 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹100
Launch Date	05 Sep 2009	14 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	1.45	1.68
Manager	Harsha Upadhyaya	Dhaval Joshi
ISIN Code	INF174K01336	INF209K01AJ8
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 90 days./365

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	-5.88%	-6.99%
6 Month	2.7%	7.56%
1 Year	25.26%	27.53%
3 Year	13.18%	12.64%
5 Year	15.79%	17.25%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	-	-
1 Year	16.99%	21.49%
3 Year	20.72%	21.94%
5 Year	19.77%	20.86%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	12.66%	17.29%
3 Year	15.17%	16.34%
5 Year	15.25%	16.91%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation	12.26%	12.55%
Sharp	0.61%	0.56%
Beta	0.93%	0.98%
Alpha	-0.3%	-1.25%

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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
Fund Manage	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	1.66	3.81
Large Cap	73.16	74.07
Small Cap	5.26	8.98
Mid Cap	20.13	13.14

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	1.66	1.56
Telecom - Services	2.73	-
Petroleum Products	5.22	-
IT - Software	8.43	-
Pharmaceuticals & Biotechnology	3.6	-
Construction	5.22	3.07
Diversified FMCG	1.91	-
Non - Ferrous Metals	1.05	-
Banks	21.27	-
Cement & Cement Products	6.16	-
Chemicals & Petrochemicals	5.82	-
Personal Products	0.65	-
Transport Services	3.43	-
Capital Markets	1.06	-
Gas	3.29	-
Electrical Equipment	2.15	-
Automobiles	4.12	-
Fertilizers & Agrochemicals	0.65	-
Insurance	0.6	2.8
Industrial Products	0.86	-
Aerospace & Defense	5.65	-
Agricultural, Commercial & Construction Vehicles	0.65	-
Auto Components	5.08	-
Beverages	0.87	-
Finance	0.4	-
Ferrous Metals	3.75	-
Power	1.31	-
Retailing	2.62	-
Energy	-	4.06
Healthcare	-	10.07
Communication	-	4.78
Technology	-	10.34
Materials	-	1.29
Financial	-	27.49
Metals & Mining	-	4.07
Consumer Staples	-	7.81
Capital Goods	-	6.1
Chemicals	-	1.19
Services	-	2.72
Automobile	-	7.27
Consumer Discretionary	-	3.45
Diversified	-	0.91
Unclassified	-	1.02