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)	₹51104 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	1.46	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	4.63%	2.39%
6 Month	21.64%	17.2%
1 Year	34.46%	31.98%
3 Year	16.59%	-
5 Year	19.61%	-

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
6 Month	-	-
1 Year	18.33%	11.68%
3 Year	38.89%	21.95%
5 Year	68.88%	21.95%

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
1 Year	20.39%	18.73%
3 Year	51.57%	25.55%
5 Year	75.36%	25.55%

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
Standard Deviation	12.26%	8.4%
Sharp	0.8%	-
Beta	0.92%	-
Alpha	-0.49%	-

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	1.93	3.68
Large Cap	72.33	75.13
Small Cap	5.07	13.19
Mid Cap	20.79	8.02

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
Others	1.73	0.59
Telecom - Services	2.38	-
Petroleum Products	5.46	-
IT - Software	6.97	-
Pharmaceuticals and Biotechnology	3.91	-
Construction	5.45	6.18
Diversified FMCG	1.77	-
Non - Ferrous Metals	0.93	-
Banks	20.63	-
Cement and Cement Products	6.2	-
Chemicals and Petrochemicals	5.88	-
Automobiles	5.56	-
Personal Products	0.67	-
Transport Services	3.55	-
Capital Markets	0.94	-
Gas	3.41	-
Electrical Equipment	2.26	-
Fertilizers and Agrochemicals	0.67	-
Insurance	0.56	-
Industrial Products	0.93	-
Agricultural, Commercial and Constr	0.81	-
Aerospace and Defense	5.76	-
Auto Components	5.44	-
Beverages	0.89	-
Finance	0.33	-
Ferrous Metals	3.58	-
Power	1.29	-
Retailing	2.05	-
Unclassified	0.11	-
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