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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) ₹53293 Cr ₹23127 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 -0.73% -0.21%
6 Month 14.6% 12.66%
1 Year 3.82% 4.01%
3 Year 16.07% 16.32%
5 Year 19.21% 20.1%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month 3.83% 3.32%
1 Year 9.1% 6.45%
3 Year 15.7% 16%
5 Year 15.61% 15.51%

Rolling Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year 12.26% 16.53%
3 Year 15.22% 16.26%
5 Year 15.42% 17.18%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation 12.86% 12.55%
Sharp 0.85% 0.91%
Beta 0.93% 0.94%
Alpha 1.56% 0.93%

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 2.62 5.33
Large Cap 68.99 65.38
Small Cap 4.67 13.11
Mid Cap 23.72 16.17

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

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

Others 2.22 2.46
Communication Services 3.09 3.03
Energy 6.01 4.79
Technology 7.27 7.92
Consumer Cyclical 10.29 12.46
Healthcare 3.18 7.34
Industrials 21.34 11.52
Consumer Defensive 2.58 7.18
Basic Materials 14.86 10.34
Financial Services 25.57 32.29
Utilities 3.59 -
Real Estate - 0.67

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