Tata Flexi Cap Fund vs Kotak Flexicap Fund compare

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	Very High
Asset Size (Cr)	₹56040 Cr	₹3618 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	-0.06%	-0.58%
6 Month	5.16%	3.97%
1 Year	12.68%	10.64%
3 Year	17.03%	16.4%
5 Year	17.34%	15.83%

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	2%	0.93%
1 Year	14.69%	11.6%
3 Year	15.83%	14.95%
5 Year	15.61%	14.21%

Rolling Lumpsum Returns

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	11.96%	12.57%
3 Year	15.43%	15.55%
5 Year	15.52%	15.91%

Risk Management

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	12.26%	11.4%
Sharp	0.84%	0.87%
Beta	0.92%	0.81%
Alpha	0.64%	1.24%

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	4.93	8.09
Large Cap	68.36	65.94
Mid Cap	23.52	11.45
Small Cap	3.19	14.52

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	2.06	6.32
Communication Services	3.15	1.15
Energy	6.06	4.89
Technology	6.78	9.37
Consumer Cyclical	11.96	9.62
Basic Materials	14.52	12.82
Healthcare	2.96	5.82
Industrials	19.71	5.56
Consumer Defensive	2.31	9.58
Financial Services	27.03	28.95
Utilities	3.45	1.4
Real Estate	-	4.51

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