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

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Kotak Flexicap Fund - Growth

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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

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	3.37%	3.5%
6 Month	-0.06%	-1.5%
1 Year	7.2%	10.58%
3 Year	15.92%	15.8%
5 Year	21.32%	22.53%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	2.72%	2.73%
1 Year	-0.99%	0.9%
3 Year	16%	17.36%
5 Year	16.31%	17.04%

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%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation	12.26%	12.55%
Sharp	0.5%	0.44%
Beta	0.93%	0.96%
Alpha	0.59%	-0.36%

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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

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	2.55	1.22
Large Cap	69.56	70.79
Small Cap	4.4	10.72
Mid Cap	23.49	17.25

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	2.55	1.22
Telecom - Services	2.97	3.14
Petroleum Products	4.38	5.4
IT - Software	9.57	10.03
Retailing	2.8	2.07
Pharmaceuticals and Biotechnology	2.03	-
Construction	4.77	2.34
Diversified FMCG	1.25	-
Non - Ferrous Metals	0.84	1.63
Banks	22.97	22.94
Pharmaceuticals & Biotechnology	1.49	5.52
Cement & Cement Products	0.8	2.51
Chemicals and Petrochemicals	6.41	-
Personal Products	0.55	1.18
Transport Services	3.46	0.76
Capital Markets	1.62	0.54
Gas	2.91	-
Electrical Equipment	1.61	2.2
Automobiles	3.56	5.47
Fertilizers & Agrochemicals	0.77	0.4
Insurance	0.59	4.04
Industrial Products	0.74	3.32
Aerospace and Defense	0.33	-
Agricultural, Commercial & Construction Vehicles	0.51	-
Aerospace & Defense	5.26	-
Cement and Cement Products	5.34	-
Auto Components	3.78	4.82
Beverages	0.89	3.4
Finance	0.26	5.94
Ferrous Metals	3.58	1.17
Power	1.41	-
Consumer Durables	-	2.43
Healthcare Services	-	1.97
Chemicals & Petrochemicals	-	2.51
Agricultural Food & other Products	-	1.68
Minerals & Mining	-	0.35
Industrial Manufacturing	-	0.42
Realty	-	0.58