Kotak Flexicap Fund vs Axis Flexi Cap Fund compare

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

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Month	-5.88%	-5.25%
6 Month	2.7%	7.8%
1 Year	25.26%	28.51%
3 Year	13.18%	8.21%
5 Year	15.79%	15.09%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	16.99%	20.77%
3 Year	20.72%	18.53%
5 Year	19.77%	17.1%

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%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	12.26%	13.16%
Sharp	0.61%	0.59%
Beta	0.93%	0.94%
Alpha	-0.3%	-4.77%

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

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	1.66	5.7
Large Cap	73.16	68.09
Small Cap	5.26	12.9
Mid Cap	20.13	13.32

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	1.66	5.69
Telecom - Services	2.73	-
Petroleum Products	5.22	-
IT - Software	8.43	-
Pharmaceuticals & Biotechnology	3.6	-
Construction	5.22	6.14
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	-
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	-
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