Kotak Flexicap Fund vs Axis Flexi Cap Fund compare

Link copied to clipboard!

tortoise-icon Kotak Flexicap Fund - Growth

Invest Now

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

Invest Now

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) ₹50582 Cr ₹12666 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 1.47 1.72
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 2.12% 3.9%
6 Month -0.66% 4.32%
1 Year 18.98% 23.65%
3 Year 15.88% 10.97%
5 Year 16.4% 15.39%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 11.06% 18.67%
3 Year 19.78% 19.44%
5 Year 19.43% 17.58%

Rolling Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
1 Year 12.66% 11.73%
3 Year 15.17% 14.47%
5 Year 15.25% 13.76%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation 12.26% 13.16%
Sharp 0.78% 0.59%
Beta 0.92% 0.94%
Alpha 0.83% -4.77%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 1.49 5.78
Large Cap 73.11 64.03
Small Cap 5.88 13.33
Mid Cap 19.68 16.83

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

Axis Flexi Cap Fund - Regular Plan - Growth

Others 1.49 5.78
Telecom - Services 2.74 4.18
Petroleum Products 4.65 -
IT - Software 8.68 5.92
Pharmaceuticals & Biotechnology 3.59 3.7
Construction 5.35 -
Diversified FMCG 1.78 -
Non - Ferrous Metals 1.02 -
Banks 22.27 16.37
Cement & Cement Products 6.13 2.79
Chemicals & Petrochemicals 5.64 2.42
Automobiles 4 5.79
Personal Products 0.63 -
Transport Services 3.16 2.13
Capital Markets 1.49 -
Gas 3.09 -
Electrical Equipment 2.21 3.21
Fertilizers & Agrochemicals 0.77 -
Insurance 0.68 -
Industrial Products 0.81 2.44
Aerospace & Defense 6 3.99
Agricultural, Commercial & Construction Vehicles 0.76 -
Auto Components 4.86 4.1
Beverages 0.79 1.86
Finance 0.37 7.76
Ferrous Metals 3.46 -
Power 1.27 3.88
Retailing 2.47 7.71
Leisure Services - 1.17
Consumer Durables - 3.25
Financial Technology (Fintech) - 1.77
Food Products - 0.7
Realty - 4.24
Industrial Manufacturing - 1.23
Healthcare Services - 3.58

Top Comparisons

Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

3Y Returns8.53%

VS

HSBC Credit Risk Fund - Regular Growth HSBC Credit Risk Fund - Regular Growth

3Y Returns5.49%

Compare Now

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns16.3%

VS

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns22.62%

Compare Now

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

3Y Returns22.18%

VS

IDBI Nifty Next 50 Index Fund Growth IDBI Nifty Next 50 Index Fund Growth

3Y Returns18.14%

Compare Now

Kotak Equity Hybrid - Growth Kotak Equity Hybrid - Growth

3Y Returns15.89%

VS

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

3Y Returns12.62%

Compare Now
Request call back
Add to Cart Successfully