Kotak Flexicap Fund vs Tata Flexi Cap Fund compare
Kotak Flexicap Fund - Growth
Invest NowTata Flexi Cap Fund -Regular Plan-Growth
Invest NowChart 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) | ₹51104 Cr | ₹2910 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 05 Sep 2009 | 05 Aug 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 | 1.46 | 1.94 |
Manager | Harsha Upadhyaya | Amey Sathe |
ISIN Code | INF174K01336 | INF277K019K2 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 |
Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Month | 3.43% | 5.05% |
6 Month | 21.23% | 23.64% |
1 Year | 33.51% | 32.35% |
3 Year | 16.39% | 14.28% |
5 Year | 20.2% | 19.62% |
Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | 18.33% | 13.56% |
3 Year | 38.89% | 31.33% |
5 Year | 68.88% | 56.93% |
Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Year | 20.39% | 18.03% |
3 Year | 51.57% | 43.18% |
5 Year | 75.36% | 62.15% |
Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Standard Deviation | 12.26% | 11.4% |
Sharp | 0.8% | 0.71% |
Beta | 0.92% | 0.85% |
Alpha | -0.49% | -1.49% |
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Get Free Experts GuidanceScheme 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 | 1.93 | 7.91 |
Large Cap | 72.33 | 46.17 |
Small Cap | 5.07 | 23.69 |
Mid Cap | 20.79 | 22.23 |
Scheme Name |
Kotak Flexicap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 1.73 | 4.08 |
Telecom - Services | 2.38 | - |
Petroleum Products | 5.46 | - |
IT - Software | 6.97 | - |
Pharmaceuticals and Biotechnology | 3.91 | - |
Construction | 5.45 | 6.97 |
Diversified FMCG | 1.77 | - |
Non - Ferrous Metals | 0.93 | - |
Banks | 20.63 | - |
Cement and Cement Products | 6.2 | - |
Chemicals and Petrochemicals | 5.88 | - |
Automobiles | 5.56 | - |
Personal Products | 0.67 | - |
Transport Services | 3.55 | - |
Capital Markets | 0.94 | - |
Gas | 3.41 | - |
Electrical Equipment | 2.26 | - |
Fertilizers and Agrochemicals | 0.67 | - |
Insurance | 0.56 | 2 |
Industrial Products | 0.93 | - |
Agricultural, Commercial and Constr | 0.81 | - |
Aerospace and Defense | 5.76 | - |
Auto Components | 5.44 | - |
Beverages | 0.89 | - |
Finance | 0.33 | - |
Ferrous Metals | 3.58 | - |
Power | 1.29 | - |
Retailing | 2.05 | - |
Unclassified | 0.11 | - |
Energy | - | 9.26 |
Technology | - | 4.96 |
Automobile | - | 2.92 |
Materials | - | 4.45 |
Consumer Staples | - | 7.21 |
Financial | - | 27.21 |
Metals & Mining | - | 2.46 |
Healthcare | - | 7.01 |
Capital Goods | - | 7.19 |
Communication | - | 1.54 |
Services | - | 8.25 |
Consumer Discretionary | - | 2.95 |
Chemicals | - | 1.54 |
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