- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹54083 Cr | ₹23266 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 | 1.46 | 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 | 1.37% | 3.31% |
| 6 Month | 7.2% | 8.12% |
| 1 Year | 11.99% | 11.65% |
| 3 Year | 16.54% | 17.31% |
| 5 Year | 17.66% | 18.52% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 1.27% | 3.55% |
| 1 Year | 13.56% | 16.52% |
| 3 Year | 14.88% | 16.72% |
| 5 Year | 14.83% | 15.51% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 11.96% | 15.98% |
| 3 Year | 15.43% | 16.62% |
| 5 Year | 15.52% | 16.25% |
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 | 0.84% | 0.89% |
| Beta | 0.92% | 0.96% |
| Alpha | 0.64% | 1.11% |
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 | 5.01 | 4.87 |
| Large Cap | 67.6 | 64.21 |
| Mid Cap | 23.39 | 18.12 |
| Small Cap | 3.99 | 12.8 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 2.96 | 1.91 |
| Communication Services | 2.98 | 2.74 |
| Energy | 5.89 | 4.67 |
| Technology | 6.83 | 9.36 |
| Consumer Cyclical | 12.02 | 13.78 |
| Basic Materials | 14.66 | 10.29 |
| Healthcare | 3.09 | 6.61 |
| Industrials | 19.61 | 10.97 |
| Consumer Defensive | 2.25 | 7.59 |
| Financial Services | 26.21 | 31.42 |
| Utilities | 3.51 | - |
| Real Estate | - | 0.64 |
Top Comparisons
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.45%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.29%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns21.32%
Motilal Oswal Nifty 500 Index Fund - Regular Plan
3Y Returns14.92%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns7.01%
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns6.74%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns18.57%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns25.55%
