Kotak Flexicap Fund vs SBI Flexicap Fund compare

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Kotak Flexicap Fund - Growth

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SBI Flexicap Fund - REGULAR PLAN -Growth Option

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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	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Fund	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹49112 Cr	₹21593 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	11 Sep 2009	29 Sep 2005
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500 TRI
Turn Over	16.04%	55%
Expense Ratio	1.48	1.67
Manager	Harsha Upadhyaya	Pradeep Kesavan
ISIN Code	INF174K01336	INF200K01222
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	SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Month	-2.76%	-3.96%
6 Month	-9.52%	-9.79%
1 Year	6.96%	4.18%
3 Year	13.18%	10.26%
5 Year	14.16%	13.69%

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month	-	-
1 Year	-8.81%	-3.58%
3 Year	12.52%	11.86%
5 Year	14.88%	14.66%

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year	12.91%	13.06%
3 Year	15.14%	12.84%
5 Year	15.31%	12.81%

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation	12.26%	10.98%
Sharp	0.54%	0.4%
Beta	0.92%	0.84%
Alpha	-0.04%	-1.77%

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Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Name	Harsha Upadhyaya	Pradeep Kesavan
Total AUM	₹139411 Cr	₹434274 Cr
Fund Manage	11	43
	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	1.49	9.99
Large Cap	73.11	48.04
Small Cap	5.88	20.43
Mid Cap	19.68	21.54

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	1.49	9.99
Telecom - Services	2.74	3.76
Petroleum Products	4.65	5.68
IT - Software	8.68	3.55
Pharmaceuticals & Biotechnology	3.59	1.77
Construction	5.35	3.6
Diversified FMCG	1.78	1.89
Non - Ferrous Metals	1.02	1.71
Banks	22.27	14.9
Cement & Cement Products	6.13	5.01
Chemicals & Petrochemicals	5.64	0.32
Automobiles	4	5.4
Personal Products	0.63	1.42
Transport Services	3.16	1.2
Capital Markets	1.49	1.69
Gas	3.09	1.72
Electrical Equipment	2.21	0.28
Fertilizers & Agrochemicals	0.77	0.66
Insurance	0.68	1.66
Industrial Products	0.81	4.59
Aerospace & Defense	6	-
Agricultural, Commercial & Construction Vehicles	0.76	-
Auto Components	4.86	2.31
Beverages	0.79	1.12
Finance	0.37	4.27
Ferrous Metals	3.46	1.3
Power	1.27	2.1
Retailing	2.47	3.28
Healthcare Services	-	2.41
Consumer Durables	-	5.24
Paper, Forest & Jute Products	-	0.19
Diversified Metals	-	0.33
Food Products	-	0.44
Leisure Services	-	2.03
Household Products	-	0.44
Financial Technology (Fintech)	-	0.45
Industrial Manufacturing	-	0.2
Entertainment	-	1.2
Textiles & Apparels	-	1.89