Sundaram Flexicap Fund Regular Growth vs Kotak Flexicap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon Sundaram Flexicap Fund Regular Growth

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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 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) ₹50582 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 1.47 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 -0.08% -0.51%
6 Month -0.66% 3.71%
1 Year 19.15% 16.2%
3 Year 16.02% -
5 Year 16.58% -

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Sundaram Flexicap Fund Regular Growth
6 Month - -
1 Year 9.8% 11.47%
3 Year 20.09% -
5 Year 19.42% -

Rolling Lumpsum Returns

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% -

Risk Management

Scheme Name Kotak Flexicap Fund - Growth Sundaram Flexicap Fund Regular Growth
Standard Deviation 12.26% 8.4%
Sharp 0.78% -
Beta 0.92% -
Alpha 0.83% -

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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 1.49 3.68
Large Cap 73.11 75.13
Small Cap 5.88 13.19
Mid Cap 19.68 8.02

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

Sundaram Flexicap Fund Regular Growth

Others 1.49 0.59
Telecom - Services 2.74 -
Petroleum Products 4.65 -
IT - Software 8.68 -
Pharmaceuticals & Biotechnology 3.59 -
Construction 5.35 6.18
Diversified FMCG 1.78 -
Non - Ferrous Metals 1.02 -
Banks 22.27 -
Cement & Cement Products 6.13 -
Chemicals & Petrochemicals 5.64 -
Automobiles 4 -
Personal Products 0.63 -
Transport Services 3.16 -
Capital Markets 1.49 -
Gas 3.09 -
Electrical Equipment 2.21 -
Fertilizers & Agrochemicals 0.77 -
Insurance 0.68 -
Industrial Products 0.81 -
Aerospace & Defense 6 -
Agricultural, Commercial & Construction Vehicles 0.76 -
Auto Components 4.86 -
Beverages 0.79 -
Finance 0.37 -
Ferrous Metals 3.46 -
Power 1.27 -
Retailing 2.47 -
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

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