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	-5.87%	2.39%
6 Month	7%	17.2%
1 Year	33.54%	31.98%
3 Year	14.4%	-
5 Year	16.85%	-

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	12.71%	27.74%
3 Year	15.2%	-
5 Year	15.24%	-

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
Standard Deviation	12.26%	8.4%
Sharp	0.8%	-
Beta	0.93%	-
Alpha	-0.12%	-

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	1.26	3.68
Large Cap	73.17	75.13
Small Cap	5.45	13.19
Mid Cap	20.14	8.02

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
Others	1.16	0.59
Telecom - Services	2.58	-
Petroleum Products	5.59	-
IT - Software	7.99	-
Pharmaceuticals & Biotechnology	3.79	-
Construction	5.46	6.18
Diversified FMCG	1.83	-
Non - Ferrous Metals	0.99	-
Banks	20.93	-
Cement & Cement Products	6.01	-
Chemicals & Petrochemicals	5.85	-
Automobiles	4.72	-
Personal Products	0.7	-
Transport Services	3.7	-
Capital Markets	0.97	-
Gas	3.45	-
Electrical Equipment	1.98	-
Fertilizers & Agrochemicals	0.68	-
Insurance	0.55	-
Industrial Products	0.87	-
Aerospace & Defense	6.01	-
Agricultural, Commercial & Construction Vehicles	0.68	-
Auto Components	5.04	-
Beverages	0.85	-
Finance	0.36	-
Ferrous Metals	3.57	-
Power	1.27	-
Retailing	2.44	-
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