Nippon India Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Flexicap Fund - Growth | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
Fund | Kotak Flexicap Fund - Growth | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49112 Cr | ₹8259 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 11 Sep 2009 | 16 Aug 2021 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 16.04% | 69% |
Expense Ratio | 1.48 | 1.74 |
Manager | Harsha Upadhyaya | Kinjal Desai |
ISIN Code | INF174K01336 | INF204KC1097 |
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 | Nippon India Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
1 Month | 7.23% | 6.51% |
6 Month | -9.68% | -14.21% |
1 Year | 5.71% | 4.21% |
3 Year | 13.51% | 12.32% |
5 Year | 24.07% | - |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
6 Month | -2.11% | -6.17% |
1 Year | -5.77% | -12.61% |
3 Year | 14.87% | 12.91% |
5 Year | 16% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
1 Year | 12.91% | 19.32% |
3 Year | 15.14% | 16.11% |
5 Year | 15.31% | - |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 12.26% | 13.94% |
Sharp | 0.49% | 0.43% |
Beta | 0.91% | 0.95% |
Alpha | 0.38% | -0.37% |
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Fund Managers
Scheme Name | Kotak Flexicap Fund - Growth | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Kinjal Desai |
Total AUM | ₹139411 Cr | ₹81302 Cr |
Funds Managed | 11 | 16 |
Kotak Flexicap Fund - Growth | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Flexicap Fund - Growth |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
Others | 2.34 | 3.84 |
Large Cap | 69.17 | 58.83 |
Small Cap | 5.12 | 18.82 |
Mid Cap | 23.37 | 18.51 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
Others | 2.02 | 3.84 |
Communication Services | 2.84 | 2.57 |
Energy | 6.04 | 4.78 |
Technology | 9.93 | 9.55 |
Consumer Cyclical | 10.48 | 16.38 |
Healthcare | 3.47 | 5.61 |
Industrials | 21.55 | 15.99 |
Consumer Defensive | 2.78 | 6.33 |
Basic Materials | 13.78 | 5.16 |
Financial Services | 24.22 | 26.25 |
Utilities | 2.87 | 2.29 |
Real Estate | - | 1.27 |
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