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) | ₹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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