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Aditya Birla Sun Life Flexi Cap Fund vs Kotak Flexicap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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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 Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Fund Kotak Flexicap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹49112 Cr ₹21417 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹100
Launch Date 11 Sep 2009 27 Aug 1998
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 16.04% 20%
Expense Ratio 1.48 1.68
Manager Harsha Upadhyaya Dhaval Joshi
ISIN Code INF174K01336 INF209K01AJ8
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 Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month 3.81% 2.64%
6 Month 4.88% 2.77%
1 Year 8.03% 11.98%
3 Year 19.45% 19.14%
5 Year 23.86% 24.89%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month 8.36% 7.5%
1 Year 10.25% 9.65%
3 Year 18.8% 19.48%
5 Year 17.6% 17.89%

Rolling Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year 12.91% 17.42%
3 Year 15.14% 16.25%
5 Year 15.31% 16.95%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation 12.26% 12.55%
Sharp 0.7% 0.69%
Beta 0.92% 0.95%
Alpha 0.98% 0.61%

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Fund Managers

Scheme Name Kotak Flexicap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Name Harsha Upadhyaya Dhaval Joshi
Total AUM ₹139411 Cr ₹361932 Cr
Funds Managed 11 55
Kotak Flexicap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Market Cap

Scheme Name

Kotak Flexicap Fund - Growth

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Others 2.41 1.67
Large Cap 69.35 69.72
Small Cap 4.68 11.63
Mid Cap 23.57 16.75

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Others 2.41 1.67
Telecom - Services 3.03 3.23
Petroleum Products 4.46 5.55
IT - Software 8.59 8.64
Retailing 2.38 2.11
Pharmaceuticals & Biotechnology 3.32 4.94
Construction 4.89 2.27
Diversified FMCG 1.2 -
Non - Ferrous Metals 0.83 1.67
Banks 23.16 23.42
Cement & Cement Products 6.37 2.67
Chemicals & Petrochemicals 6.69 2.88
Personal Products 0.59 1.26
Transport Services 3.62 0.81
Capital Markets 1.59 0.59
Gas 2.88 -
Electrical Equipment 1.67 2.31
Automobiles 3.24 5.05
Fertilizers & Agrochemicals 0.82 0.46
Insurance 0.63 4.06
Industrial Products 0.73 3.35
Aerospace & Defense 6.36 -
Agricultural, Commercial & Construction Vehicles 0.62 -
Auto Components 3.78 4.84
Beverages 0.84 3.58
Finance 0.26 5.87
Ferrous Metals 3.53 1.27
Power 1.52 -
Consumer Durables - 2.48
Healthcare Services - 1.81
Agricultural Food & other Products - 1.62
Minerals & Mining - 0.42
Industrial Manufacturing - 0.39
Realty - 0.55

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