Sundaram Flexicap Fund Regular Growth vs Kotak Flexicap Fund compare

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)	₹52972 Cr	₹2154 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	05 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	1.45	2
Manager	Harsha Upadhyaya	Dwijendra Srivastava
ISIN Code	INF174K01336	INF903JA1LB8
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 for units in excess of 25% of the investment,1% will be charged for redemption within 365 days./365

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
1 Month	-1.61%	-1.97%
6 Month	3%	6.74%
1 Year	27.5%	22.39%
3 Year	14.72%	-
5 Year	16.5%	-

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
6 Month	-	-
1 Year	-	-
3 Year	-	-
5 Year	-	-

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
1 Year	12.66%	27.63%
3 Year	15.17%	-
5 Year	15.25%	-

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
Standard Deviation	12.26%	8.4%
Sharp	0.61%	-
Beta	0.93%	-
Alpha	-0.3%	-

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

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
Others	1.66	3.68
Large Cap	73.16	75.13
Small Cap	5.26	13.19
Mid Cap	20.13	8.02

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
Others	1.66	0.59
Telecom - Services	2.73	-
Petroleum Products	5.22	-
IT - Software	8.43	-
Pharmaceuticals & Biotechnology	3.6	-
Construction	5.22	6.18
Diversified FMCG	1.91	-
Non - Ferrous Metals	1.05	-
Banks	21.27	-
Cement & Cement Products	6.16	-
Chemicals & Petrochemicals	5.82	-
Personal Products	0.65	-
Transport Services	3.43	-
Capital Markets	1.06	-
Gas	3.29	-
Electrical Equipment	2.15	-
Automobiles	4.12	-
Fertilizers & Agrochemicals	0.65	-
Insurance	0.6	-
Industrial Products	0.86	-
Aerospace & Defense	5.65	-
Agricultural, Commercial & Construction Vehicles	0.65	-
Auto Components	5.08	-
Beverages	0.87	-
Finance	0.4	-
Ferrous Metals	3.75	-
Power	1.31	-
Retailing	2.62	-
Energy	-	9.77
Technology	-	7.52
Financial	-	29.63
Materials	-	4.04
Consumer Staples	-	6.47
Healthcare	-	7.87
Metals & Mining	-	1.32
Services	-	13.32
Automobile	-	3.88
Consumer Discretionary	-	3.03
Capital Goods	-	0.88
Chemicals	-	1.7
Communication	-	3.82