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 Risk	Very High Risk
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	-2.76%	-1.62%
6 Month	-9.52%	-6.25%
1 Year	6.96%	10.17%
3 Year	13.18%	6.94%
5 Year	14.16%	12.99%

Scheme Name	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option
6 Month	-	-
1 Year	-7.99%	-0.75%
3 Year	13.12%	9.9%
5 Year	15.52%	11.88%

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%	14.037%
Sharp	0.54%	0.083%
Beta	0.92%	0.918%
Alpha	-0.04%	-6.197%

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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
Fund Manage	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	1.49	4.36
Large Cap	73.11	54.79
Small Cap	5.88	10.77
Mid Cap	19.68	30.05

Scheme Name	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option
Others	1.49	4.36
Telecom - Services	2.74	2.06
Petroleum Products	4.65	-
IT - Software	8.68	12.79
Pharmaceuticals & Biotechnology	3.59	7.33
Construction	5.35	-
Diversified FMCG	1.78	-
Non - Ferrous Metals	1.02	-
Banks	22.27	17.04
Cement & Cement Products	6.13	1.21
Chemicals & Petrochemicals	5.64	1.94
Automobiles	4	2.87
Personal Products	0.63	0.51
Transport Services	3.16	-
Capital Markets	1.49	-
Gas	3.09	-
Electrical Equipment	2.21	0.3
Fertilizers & Agrochemicals	0.77	1.49
Insurance	0.68	-
Industrial Products	0.81	4.31
Aerospace & Defense	6	-
Agricultural, Commercial & Construction Vehicles	0.76	-
Auto Components	4.86	3.47
Beverages	0.79	-
Finance	0.37	5.59
Ferrous Metals	3.46	-
Power	1.27	-
Retailing	2.47	14.57
Consumer Durables	-	9.69
Healthcare Services	-	3.55
Agricultural Food & other Products	-	0.9
Healthcare Equipment & Supplies	-	1.75
Food Products	-	0.98
Leisure Services	-	1.34
Diversified	-	0.98
Textiles & Apparels	-	0.94