Kotak Flexicap Fund vs SBI Flexicap Fund compare
Kotak Flexicap Fund - Growth
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Chart Comparison
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 | 8.09% | 4.73% |
6 Month | -9.77% | -12.01% |
1 Year | 8.31% | 4.92% |
3 Year | 14.9% | 10.34% |
5 Year | 23.53% | 22.36% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
6 Month | -1.23% | -3.51% |
1 Year | -5.21% | -8.22% |
3 Year | 14.75% | 10.88% |
5 Year | 15.96% | 13.69% |
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 | 0.49% | 0.29% |
Beta | 0.91% | 0.85% |
Alpha | 0.38% | -2.08% |
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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 | 2.34 | 14.01 |
Large Cap | 69.17 | 50.99 |
Small Cap | 5.12 | 17.74 |
Mid Cap | 23.37 | 17.26 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Others | 2.02 | 7.82 |
Communication Services | 2.84 | 6.11 |
Energy | 6.04 | 4.58 |
Technology | 9.93 | 10.09 |
Consumer Cyclical | 10.48 | 16.13 |
Healthcare | 3.47 | 6.34 |
Industrials | 21.55 | 7.5 |
Consumer Defensive | 2.78 | 4.84 |
Basic Materials | 13.78 | 7.04 |
Financial Services | 24.22 | 27.7 |
Utilities | 2.87 | 1.85 |
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