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Kotak Flexicap Fund vs SBI Flexicap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon 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 Very High
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

Trailing Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Month 6.74% 4.25%
6 Month -4.41% -9.66%
1 Year 8.55% 4.01%
3 Year 14.01% 9.5%
5 Year 21.85% 20.87%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month -2.71% -4.53%
1 Year -9.79% -11.95%
3 Year 12.36% 8.88%
5 Year 14.11% 12%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation 12.26% 10.98%
Sharp 0.5% 0.24%
Beta 0.93% 0.84%
Alpha 0.59% -2.79%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Flexicap Fund - Growth

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Others 2.55 14.68
Large Cap 69.56 57.42
Small Cap 4.4 13.96
Mid Cap 23.49 13.94

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Others 2.55 8.64
Telecom - Services 2.97 -
Petroleum Products 4.38 -
IT - Software 9.57 -
Retailing 2.8 -
Pharmaceuticals and Biotechnology 2.03 -
Construction 4.77 -
Diversified FMCG 1.25 -
Non - Ferrous Metals 0.84 -
Banks 22.97 -
Pharmaceuticals & Biotechnology 1.49 -
Cement & Cement Products 0.8 -
Chemicals and Petrochemicals 6.41 -
Personal Products 0.55 -
Transport Services 3.46 -
Capital Markets 1.62 -
Gas 2.91 -
Electrical Equipment 1.61 -
Automobiles 3.56 -
Fertilizers & Agrochemicals 0.77 -
Insurance 0.59 -
Industrial Products 0.74 -
Aerospace and Defense 0.33 -
Agricultural, Commercial & Construction Vehicles 0.51 -
Aerospace & Defense 5.26 -
Cement and Cement Products 5.34 -
Auto Components 3.78 -
Beverages 0.89 -
Finance 0.26 -
Ferrous Metals 3.58 -
Power 1.41 -
Energy - 4.68
Technology - 10.28
Industrials - 5.97
Basic Materials - 6.85
Financial Services - 34.14
Healthcare - 4.87
Consumer Defensive - 2.91
Consumer Cyclical - 15.65
Communication Services - 5.84
Utilities - 0.16

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