Parag Parikh Flexi Cap Fund Regular vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Parag Parikh Flexi Cap Fund Regular-Growth
Chart Comparison
Overview
Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
Fund | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49112 Cr | ₹89703 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 11 Sep 2009 | 24 May 2013 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 16.04% | % |
Expense Ratio | 1.48 | 1.33 |
Manager | Harsha Upadhyaya | Rajeev Thakkar |
ISIN Code | INF174K01336 | INF879O01019 |
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 | Parag Parikh Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
1 Month | 8.09% | 2.62% |
6 Month | -9.77% | -3.37% |
1 Year | 8.31% | 15.28% |
3 Year | 14.9% | 17.42% |
5 Year | 23.53% | 30.48% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
6 Month | -1.23% | -1.31% |
1 Year | -5.21% | 2.36% |
3 Year | 14.75% | 20.29% |
5 Year | 15.96% | 20.71% |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
1 Year | 12.91% | 18.35% |
3 Year | 15.14% | 17.94% |
5 Year | 15.31% | 17.76% |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
Standard Deviation | 12.26% | 10.686% |
Sharp | 0.49% | 1.004% |
Beta | 0.91% | 0.676% |
Alpha | 0.38% | 5.189% |
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Fund Managers
Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
Name | Harsha Upadhyaya | Rajeev Thakkar |
Total AUM | ₹139411 Cr | ₹0 Cr |
Funds Managed | 11 | 5 |
Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
Market Cap
Scheme Name |
Kotak Flexicap Fund - Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
Others | 2.34 | 34.02 |
Large Cap | 69.17 | 61.24 |
Small Cap | 5.12 | 2.33 |
Mid Cap | 23.37 | 2.4 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
Others | 2.02 | 20.94 |
Communication Services | 2.84 | 7.17 |
Energy | 6.04 | 6.9 |
Technology | 9.93 | 8.15 |
Consumer Cyclical | 10.48 | 11.55 |
Healthcare | 3.47 | 4.3 |
Industrials | 21.55 | 0.1 |
Consumer Defensive | 2.78 | 4.57 |
Basic Materials | 13.78 | 0.23 |
Financial Services | 24.22 | 30.56 |
Utilities | 2.87 | 5.53 |
Real Estate | - | 0.01 |
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