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Sundaram Flexicap Fund Regular Growth vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Sundaram Flexicap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Fund | Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹49112 Cr | ₹2123 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 11 Sep 2009 | 06 Sep 2022 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 16.04% | 42% |
| Expense Ratio | 1.48 | 2 |
| Manager | Harsha Upadhyaya | Dwijendra Srivastava |
| ISIN Code | INF174K01336 | INF903JA1LB8 |
| 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 | Sundaram 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 | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Month | -2.03% | -3.95% |
| 6 Month | -11.2% | -11.81% |
| 1 Year | 3.17% | 2.47% |
| 3 Year | 14.23% | - |
| 5 Year | 17.17% | - |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | -7.8% | -8.17% |
| 1 Year | -14.48% | -12.66% |
| 3 Year | 11.2% | - |
| 5 Year | 13.92% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 12.91% | 25.7% |
| 3 Year | 15.14% | - |
| 5 Year | 15.31% | - |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 12.26% | - |
| Sharp | 0.49% | - |
| Beta | 0.91% | - |
| Alpha | 0.38% | - |
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Fund Managers
| Scheme Name | Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Dwijendra Srivastava |
| Total AUM | ₹139411 Cr | ₹14140 Cr |
| Fund Manage | 11 | 14 |
| Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 2.34432 | 2.94853 |
| Large Cap | 69.16543 | 71.32842 |
| Small Cap | 5.11787 | 12.63966 |
| Mid Cap | 23.37235 | 13.08336 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 2.02411 | 3.45634 |
| Communication Services | 2.84366 | 5.93831 |
| Energy | 6.04492 | 5.60637 |
| Technology | 9.92584 | 8.9144 |
| Consumer Cyclical | 10.47977 | 9.68541 |
| Healthcare | 3.47016 | 7.20543 |
| Industrials | 21.55467 | 13.77118 |
| Consumer Defensive | 2.78444 | 6.69153 |
| Basic Materials | 13.77729 | 5.37227 |
| Financial Services | 24.22463 | 31.91664 |
| Utilities | 2.87048 | 1.44209 |
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