UTI vs Kotak Flexicap Fund compare

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Kotak Flexicap Fund - Growth

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UTI Flexi Cap Fund - Growth Option

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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	UTI Flexi Cap Fund - Growth Option
Fund	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹49112 Cr	₹25096 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	11 Sep 2009	01 Aug 2005
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	16.04%	8%
Expense Ratio	1.48	1.69
Manager	Harsha Upadhyaya	Ajay Tyagi
ISIN Code	INF174K01336	INF789F01513
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	UTI 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	UTI Flexi Cap Fund - Growth Option
1 Month	7.8%	4.59%
6 Month	-8.97%	-10.47%
1 Year	8.31%	11.11%
3 Year	14.17%	7.08%
5 Year	23.41%	20.96%

Scheme Name	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option
6 Month	-2.11%	-4.41%
1 Year	-5.77%	-4.09%
3 Year	14.87%	10.13%
5 Year	16%	11.09%

Scheme Name	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option
1 Year	12.91%	14.12%
3 Year	15.14%	13.17%
5 Year	15.31%	14.82%

Scheme Name	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option
Standard Deviation	12.26%	14.334%
Sharp	0.49%	0.03%
Beta	0.91%	0.9%
Alpha	0.38%	-5.578%

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Scheme Name	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option
Name	Harsha Upadhyaya	Ajay Tyagi
Total AUM	₹139411 Cr	₹26424 Cr
Funds Managed	11	1
	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option

Scheme Name	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option
Others	2.34	4.19
Large Cap	69.17	60.78
Small Cap	5.12	11.6
Mid Cap	23.37	23.42

Scheme Name	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option
Others	2.02	4.19
Communication Services	2.84	6.56
Energy	6.04	-
Technology	9.93	15.25
Consumer Cyclical	10.48	19.16
Healthcare	3.47	11.29
Industrials	21.55	6.13
Consumer Defensive	2.78	5.44
Basic Materials	13.78	6.76
Financial Services	24.22	25.21
Utilities	2.87	-