Kotak Flexicap Fund vs Tata Flexi Cap Fund compare

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Kotak Flexicap Fund - Growth

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Tata Flexi Cap Fund -Regular Plan-Growth

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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	Tata Flexi Cap Fund -Regular Plan-Growth
Fund	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹49112 Cr	₹2886 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	11 Sep 2009	06 Sep 2018
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	16.04%	69.17%
Expense Ratio	1.48	1.94
Manager	Harsha Upadhyaya	Amey Sathe
ISIN Code	INF174K01336	INF277K019K2
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	Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	6.74%	8.49%
6 Month	-4.41%	-3.02%
1 Year	8.55%	12.22%
3 Year	14.01%	13.33%
5 Year	21.85%	19.9%

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	-2.71%	-0.64%
1 Year	-9.79%	-3.92%
3 Year	12.36%	13.47%
5 Year	14.11%	13.71%

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	12.91%	14.24%
3 Year	15.14%	15.51%
5 Year	15.31%	15.14%

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	12.26%	11.4%
Sharp	0.5%	0.45%
Beta	0.93%	0.8%
Alpha	0.59%	-

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Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Name	Harsha Upadhyaya	Amey Sathe
Total AUM	₹139411 Cr	₹11910 Cr
Funds Managed	11	4
	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	2.55	3.13
Large Cap	69.56	58.34
Small Cap	4.4	23.85
Mid Cap	23.49	14.68

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	2.55	3.02
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	-	4.28
Basic Materials	-	9.55
Consumer Defensive	-	9.62
Industrials	-	7.26
Financial Services	-	40.02
Healthcare	-	7.59
Technology	-	5.01
Communication Services	-	1.35
Consumer Cyclical	-	11.56
Real Estate	-	0.75