Kotak Flexicap Fund vs Axis Flexi Cap Fund compare
Kotak Flexicap Fund - Growth
Axis Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49112 Cr | ₹12125 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 11 Sep 2009 | 24 Nov 2017 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 16.04% | 30% |
Expense Ratio | 1.48 | 1.73 |
Manager | Harsha Upadhyaya | Shreyash Devalkar |
ISIN Code | INF174K01336 | INF846K01B51 |
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 | Axis 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 | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | -2.03% | -3.6% |
6 Month | -11.2% | -13.48% |
1 Year | 3.17% | 5.25% |
3 Year | 14.23% | 8.95% |
5 Year | 17.17% | 13.7% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -7.8% | -10.79% |
1 Year | -14.48% | -16.94% |
3 Year | 11.2% | 8.8% |
5 Year | 13.92% | 10.55% |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.91% | 13.49% |
3 Year | 15.14% | 14.2% |
5 Year | 15.31% | 14.04% |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.26% | 14.57% |
Sharp | 0.49% | 0.141% |
Beta | 0.91% | 0.948% |
Alpha | 0.38% | -4.284% |
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Fund Managers
Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Shreyash Devalkar |
Total AUM | ₹139411 Cr | ₹166770 Cr |
Fund Manage | 11 | 14 |
Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Flexicap Fund - Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.34432 | 6.54737 |
Large Cap | 69.16543 | 64.60156 |
Small Cap | 5.11787 | 11.55019 |
Mid Cap | 23.37235 | 17.30085 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.02411 | 6.26723 |
Communication Services | 2.84366 | 4.18298 |
Energy | 6.04492 | - |
Technology | 9.92584 | 8.43297 |
Consumer Cyclical | 10.47977 | 17.79607 |
Healthcare | 3.47016 | 8.67846 |
Industrials | 21.55467 | 13.03762 |
Consumer Defensive | 2.78444 | 3.06873 |
Basic Materials | 13.77729 | 5.18973 |
Financial Services | 24.22463 | 26.19729 |
Utilities | 2.87048 | 3.15682 |
Real Estate | - | 3.99207 |
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