Kotak Flexicap Fund vs Tata Flexi Cap Fund compare
Kotak Flexicap Fund - Growth
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
| 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) | ₹50582 Cr | ₹3009 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 | 1.47 | 1.93 |
| 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 | 2.12% | -0.15% |
| 6 Month | -0.66% | 1.49% |
| 1 Year | 18.98% | 12.2% |
| 3 Year | 15.88% | 12.36% |
| 5 Year | 16.4% | 14.86% |
| Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.06% | 7.99% |
| 3 Year | 19.78% | 17.35% |
| 5 Year | 19.43% | 17.04% |
| Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.66% | 14.26% |
| 3 Year | 15.17% | 15.8% |
| 5 Year | 15.25% | 15.24% |
| Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.26% | 11.4% |
| Sharp | 0.78% | 0.57% |
| Beta | 0.92% | 0.85% |
| Alpha | 0.83% | -1.6% |
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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 |
| Fund Manage | 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 | 1.49 | 5.31 |
| Large Cap | 73.11 | 47.99 |
| Small Cap | 5.88 | 27.61 |
| Mid Cap | 19.68 | 19.09 |
| Scheme Name |
Kotak Flexicap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 1.49 | 5.31 |
| Telecom - Services | 2.74 | 1.29 |
| Petroleum Products | 4.65 | 3.98 |
| IT - Software | 8.68 | 4.38 |
| Pharmaceuticals & Biotechnology | 3.59 | 6.3 |
| Construction | 5.35 | 3.68 |
| Diversified FMCG | 1.78 | 2.27 |
| Non - Ferrous Metals | 1.02 | - |
| Banks | 22.27 | 22.27 |
| Cement & Cement Products | 6.13 | 4.62 |
| Chemicals & Petrochemicals | 5.64 | - |
| Automobiles | 4 | 2.39 |
| Personal Products | 0.63 | 2.81 |
| Transport Services | 3.16 | 0.5 |
| Capital Markets | 1.49 | 2.17 |
| Gas | 3.09 | - |
| Electrical Equipment | 2.21 | - |
| Fertilizers & Agrochemicals | 0.77 | - |
| Insurance | 0.68 | 2.82 |
| Industrial Products | 0.81 | 2.92 |
| Aerospace & Defense | 6 | - |
| Agricultural, Commercial & Construction Vehicles | 0.76 | 1.74 |
| Auto Components | 4.86 | 2.14 |
| Beverages | 0.79 | - |
| Finance | 0.37 | 9 |
| Ferrous Metals | 3.46 | 1.28 |
| Power | 1.27 | - |
| Retailing | 2.47 | 3.21 |
| Consumer Durables | - | 3.93 |
| Realty | - | 2.64 |
| Industrial Manufacturing | - | 1.2 |
| Food Products | - | 1.93 |
| Leisure Services | - | 0.97 |
| Healthcare Services | - | 1.75 |
| Commercial Services & Supplies | - | 1.13 |
| Transport Infrastructure | - | 1.37 |
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