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)	₹51104 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	1.46	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	4.63%	2.6%
6 Month	21.64%	23.96%
1 Year	34.46%	48.76%
3 Year	16.59%	21.46%
5 Year	19.61%	22.91%

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	20.39%	23.6%
3 Year	51.57%	60.3%
5 Year	75.36%	90.22%

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.26%	12.65%
Sharp	0.8%	1.07%
Beta	0.92%	0.95%
Alpha	-0.49%	1.27%

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	1.93	4.52
Large Cap	72.33	67.48
Small Cap	5.07	6.52
Mid Cap	20.79	21.48

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	1.73	0.62
Telecom - Services	2.38	-
Petroleum Products	5.46	-
IT - Software	6.97	-
Pharmaceuticals and Biotechnology	3.91	-
Construction	5.45	7.1
Diversified FMCG	1.77	-
Non - Ferrous Metals	0.93	-
Banks	20.63	-
Cement and Cement Products	6.2	-
Chemicals and Petrochemicals	5.88	-
Automobiles	5.56	-
Personal Products	0.67	-
Transport Services	3.55	-
Capital Markets	0.94	-
Gas	3.41	-
Electrical Equipment	2.26	-
Fertilizers and Agrochemicals	0.67	-
Insurance	0.56	-
Industrial Products	0.93	-
Agricultural, Commercial and Constr	0.81	-
Aerospace and Defense	5.76	-
Auto Components	5.44	-
Beverages	0.89	-
Finance	0.33	-
Ferrous Metals	3.58	-
Power	1.29	-
Retailing	2.05	-
Unclassified	0.11	-
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