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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) ₹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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