Tata Flexi Cap Fund vs Kotak Flexicap Fund compare

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Kotak Flexicap Fund - Growth

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Tata Flexi Cap Fund -Regular Plan-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	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 Risk	Very High Risk
Asset Size (Cr)	₹49112 Cr	₹2886 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	1.48	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

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	-2.76%	-2.29%
6 Month	-9.52%	-7.99%
1 Year	6.96%	8.11%
3 Year	13.18%	12.5%
5 Year	14.16%	13.65%

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	-	-
1 Year	-7.99%	-3.42%
3 Year	13.12%	13.43%
5 Year	15.52%	14.6%

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	12.91%	14.24%
3 Year	15.14%	15.51%
5 Year	15.31%	15.14%

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	12.26%	11.4%
Sharp	0.54%	0.47%
Beta	0.92%	0.83%
Alpha	-0.04%	-0.76%

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Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Name	Harsha Upadhyaya	Amey Sathe
Total AUM	₹139411 Cr	₹11910 Cr
Fund Manage	11	4
	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	1.49	5.31
Large Cap	73.11	47.99
Small Cap	5.88	27.61
Mid Cap	19.68	19.09

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	1.49	5.31
Telecom - Services	2.74	1.29
Petroleum Products	4.65	3.98
IT - Software	8.68	4.38
Pharmaceuticals & Biotechnology	3.59	6.3
Construction	5.35	3.68
Diversified FMCG	1.78	2.27
Non - Ferrous Metals	1.02	-
Banks	22.27	22.27
Cement & Cement Products	6.13	4.62
Chemicals & Petrochemicals	5.64	-
Automobiles	4	2.39
Personal Products	0.63	2.81
Transport Services	3.16	0.5
Capital Markets	1.49	2.17
Gas	3.09	-
Electrical Equipment	2.21	-
Fertilizers & Agrochemicals	0.77	-
Insurance	0.68	2.82
Industrial Products	0.81	2.92
Aerospace & Defense	6	-
Agricultural, Commercial & Construction Vehicles	0.76	1.74
Auto Components	4.86	2.14
Beverages	0.79	-
Finance	0.37	9
Ferrous Metals	3.46	1.28
Power	1.27	-
Retailing	2.47	3.21
Consumer Durables	-	3.93
Realty	-	2.64
Industrial Manufacturing	-	1.2
Food Products	-	1.93
Leisure Services	-	0.97
Healthcare Services	-	1.75
Commercial Services & Supplies	-	1.13
Transport Infrastructure	-	1.37