Kotak Flexicap Fund vs Edelweiss Flexi Cap Fund compare

Overview

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Fund	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹52972 Cr	₹2138 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	05 Sep 2009	05 Jan 2015
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	16.04%	49%
Expense Ratio	1.45	1.99
Manager	Harsha Upadhyaya	Trideep Bhattacharya
ISIN Code	INF174K01336	INF843K01KN5
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 of 1%, if redeemed within 90 days./365

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month	-5.87%	-5.14%
6 Month	7%	17.36%
1 Year	33.54%	44.24%
3 Year	14.4%	17.86%
5 Year	16.85%	21.14%

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	18.33%	20.14%
3 Year	38.89%	42.98%
5 Year	68.88%	79.68%

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year	12.71%	13.34%
3 Year	15.2%	14.8%
5 Year	15.24%	13.65%

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.26%	12.65%
Sharp	0.8%	1.01%
Beta	0.93%	0.98%
Alpha	-0.12%	2.49%

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Name	Harsha Upadhyaya	Trideep Bhattacharya
Total AUM	₹139411 Cr	₹0 Cr
Fund Manage	11	9
	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	1.26	4.52
Large Cap	73.17	67.48
Small Cap	5.45	6.52
Mid Cap	20.14	21.48

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	1.16	0.62
Telecom - Services	2.58	-
Petroleum Products	5.59	-
IT - Software	7.99	-
Pharmaceuticals & Biotechnology	3.79	-
Construction	5.46	7.1
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	-
Energy	-	6.26
Technology	-	7.45
Consumer Staples	-	4.55
Financial	-	24.63
Metals & Mining	-	4.86
Healthcare	-	3.63
Automobile	-	9.65
Capital Goods	-	15
Communication	-	3.13
Materials	-	5.42
Consumer Discretionary	-	2.16
Services	-	5.24
Chemicals	-	0.3