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)	₹50582 Cr	₹2365 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	11 Sep 2009	03 Feb 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	1.47	1.96
Manager	Harsha Upadhyaya	Trideep Bhattacharya
ISIN Code	INF174K01336	INF843K01KN5
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	Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month	1.67%	1.14%
6 Month	-0.17%	3.59%
1 Year	19.89%	27.65%
3 Year	16.03%	18.64%
5 Year	16.48%	20.23%

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	11.06%	18.96%
3 Year	19.78%	25.25%
5 Year	19.43%	23.89%

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year	12.66%	13.52%
3 Year	15.17%	14.74%
5 Year	15.25%	13.61%

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.26%	12.65%
Sharp	0.78%	1.01%
Beta	0.92%	0.98%
Alpha	0.83%	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	1.49	4.52
Large Cap	73.11	67.48
Small Cap	5.88	6.52
Mid Cap	19.68	21.48

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	1.49	0.62
Telecom - Services	2.74	-
Petroleum Products	4.65	-
IT - Software	8.68	-
Pharmaceuticals & Biotechnology	3.59	-
Construction	5.35	7.1
Diversified FMCG	1.78	-
Non - Ferrous Metals	1.02	-
Banks	22.27	-
Cement & Cement Products	6.13	-
Chemicals & Petrochemicals	5.64	-
Automobiles	4	-
Personal Products	0.63	-
Transport Services	3.16	-
Capital Markets	1.49	-
Gas	3.09	-
Electrical Equipment	2.21	-
Fertilizers & Agrochemicals	0.77	-
Insurance	0.68	-
Industrial Products	0.81	-
Aerospace & Defense	6	-
Agricultural, Commercial & Construction Vehicles	0.76	-
Auto Components	4.86	-
Beverages	0.79	-
Finance	0.37	-
Ferrous Metals	3.46	-
Power	1.27	-
Retailing	2.47	-
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