Kotak Flexicap Fund vs Axis Flexi Cap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon Axis Flexi Cap Fund - Regular Plan - Growth

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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 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) ₹52972 Cr ₹12723 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Sep 2009 10 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 1.45 1.72
Manager Harsha Upadhyaya Shreyash Devalkar
ISIN Code INF174K01336 INF846K01B51
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 for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
1 Month -5.87% 2.45%
6 Month 7% 20.56%
1 Year 33.54% 37.71%
3 Year 14.4% 12.63%
5 Year 16.85% 17.77%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 18.33% 16.46%
3 Year 38.89% 28.91%
5 Year 68.88% 53.09%

Rolling Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
1 Year 12.71% 11.52%
3 Year 15.2% 14.52%
5 Year 15.24% 13.72%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation 12.26% 13.16%
Sharp 0.8% 0.59%
Beta 0.93% 0.94%
Alpha -0.12% -4.77%

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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 1.26 5.7
Large Cap 73.17 68.09
Small Cap 5.45 12.9
Mid Cap 20.14 13.32

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

Axis Flexi Cap Fund - Regular Plan - Growth

Others 1.16 5.69
Telecom - Services 2.58 -
Petroleum Products 5.59 -
IT - Software 7.99 -
Pharmaceuticals & Biotechnology 3.79 -
Construction 5.46 6.14
Diversified FMCG 1.83 -
Non - Ferrous Metals 0.99 -
Banks 20.93 -
Cement & Cement Products 6.01 -
Chemicals & Petrochemicals 5.85 -
Automobiles 4.72 -
Personal Products 0.7 -
Transport Services 3.7 -
Capital Markets 0.97 -
Gas 3.45 -
Electrical Equipment 1.98 -
Fertilizers & Agrochemicals 0.68 -
Insurance 0.55 -
Industrial Products 0.87 -
Aerospace & Defense 6.01 -
Agricultural, Commercial & Construction Vehicles 0.68 -
Auto Components 5.04 -
Beverages 0.85 -
Finance 0.36 -
Ferrous Metals 3.57 -
Power 1.27 -
Retailing 2.44 -
Materials - 3.65
Technology - 5.32
Automobile - 11.39
Financial - 24.97
Energy - 4.56
Healthcare - 6.98
Services - 11.77
Capital Goods - 8.03
Chemicals - 2.33
Metals & Mining - 0.53
Consumer Staples - 2.36
Consumer Discretionary - 0.98
Diversified - 1.73
Communication - 3.58

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