Aditya Birla Sun Life Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Chart Comparison
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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