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Tata Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹53626 Cr | ₹3394 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2009 | 06 Sep 2018 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 16.04% | 69.17% |
| Expense Ratio | 1.46 | 1.94 |
| Manager | Harsha Upadhyaya | Amey Sathe |
| ISIN Code | INF174K01336 | INF277K019K2 |
| 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 | Tata Flexi Cap Fund - 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 | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Month | 2.8% | 4.4% |
| 6 Month | 17.39% | 17.26% |
| 1 Year | 2.24% | 2.11% |
| 3 Year | 16.88% | 15.61% |
| 5 Year | 19.34% | 17.21% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.34% | 3.96% |
| 1 Year | 13.43% | 14.67% |
| 3 Year | 16.19% | 16.67% |
| 5 Year | 15.69% | 15% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.26% | 13.08% |
| 3 Year | 15.22% | 15.55% |
| 5 Year | 15.42% | 15.57% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.26% | 11.4% |
| Sharp | 0.74% | 0.75% |
| Beta | 0.93% | 0.8% |
| Alpha | 0.96% | 1.17% |
Fund Managers
| Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Amey Sathe |
| Total AUM | ₹139411 Cr | ₹11910 Cr |
| Funds Managed | 11 | 4 |
| Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 5.79 | 4.9 |
| Large Cap | 67.92 | 61.8 |
| Small Cap | 4.31 | 18.39 |
| Mid Cap | 21.98 | 14.91 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 4.33 | 3.18 |
| Communication Services | 3.03 | 1.14 |
| Energy | 5.69 | 4 |
| Technology | 7.19 | 9.83 |
| Consumer Cyclical | 10.72 | 10.3 |
| Healthcare | 3.18 | 4.34 |
| Industrials | 19.95 | 8.05 |
| Consumer Defensive | 2.58 | 12.23 |
| Basic Materials | 14.39 | 13.11 |
| Financial Services | 25.47 | 31.2 |
| Utilities | 3.47 | - |
| Real Estate | - | 2.63 |
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