SBI Flexicap Fund vs Kotak Flexicap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon SBI Flexicap Fund - REGULAR PLAN -Growth Option

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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 SBI Flexicap Fund - REGULAR PLAN -Growth Option
Fund Kotak Flexicap Fund - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹52972 Cr ₹22001 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2009 05 Sep 2005
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 16.04% 55%
Expense Ratio 1.45 1.66
Manager Harsha Upadhyaya Pradeep Kesavan
ISIN Code INF174K01336 INF200K01222
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365 Exit load of 0.10% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Month -5.4% -5.43%
6 Month 3.22% 4.38%
1 Year 25.89% 21.25%
3 Year 13.4% 10.58%
5 Year 15.93% 15.53%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month - -
1 Year 16.99% 15.47%
3 Year 20.72% 17.52%
5 Year 19.77% 18.36%

Rolling Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year 12.66% 13%
3 Year 15.17% 12.88%
5 Year 15.25% 12.72%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation 12.26% 10.98%
Sharp 0.61% 0.47%
Beta 0.93% 0.85%
Alpha -0.3% -2.14%

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Fund Managers

Scheme Name Kotak Flexicap Fund - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
Name Harsha Upadhyaya Pradeep Kesavan
Total AUM ₹139411 Cr ₹434274 Cr
Fund Manage 11 43
Kotak Flexicap Fund - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option

Market Cap

Scheme Name

Kotak Flexicap Fund - Growth

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Others 1.66 10.57
Large Cap 73.16 51.67
Small Cap 5.26 17.91
Mid Cap 20.13 19.85

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Others 1.66 10.57
Telecom - Services 2.73 2.5
Petroleum Products 5.22 6.64
IT - Software 8.43 3.44
Pharmaceuticals & Biotechnology 3.6 1.16
Construction 5.22 3.6
Diversified FMCG 1.91 2.33
Non - Ferrous Metals 1.05 1.74
Banks 21.27 18.44
Cement & Cement Products 6.16 5.01
Chemicals & Petrochemicals 5.82 0.35
Personal Products 0.65 1.79
Transport Services 3.43 1.78
Capital Markets 1.06 1.62
Gas 3.29 1.94
Electrical Equipment 2.15 0.25
Automobiles 4.12 4.82
Fertilizers & Agrochemicals 0.65 0.53
Insurance 0.6 2.07
Industrial Products 0.86 3.87
Aerospace & Defense 5.65 -
Agricultural, Commercial & Construction Vehicles 0.65 -
Auto Components 5.08 1.86
Beverages 0.87 1.17
Finance 0.4 4.28
Ferrous Metals 3.75 2.46
Power 1.31 1.38
Retailing 2.62 2
Healthcare Services - 2.12
Agricultural Food & other Products - 0.19
Consumer Durables - 4.98
Leisure Services - 1.93
Household Products - 0.33
Industrial Manufacturing - 0.24
Entertainment - 0.56
Textiles & Apparels - 2.05

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