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	3.48%	1.95%
6 Month	0.84%	-0.14%
1 Year	5.45%	8.29%
3 Year	21.59%	21.11%
5 Year	21.91%	22.94%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	10.21%	7.92%
1 Year	12.3%	8.78%
3 Year	18.29%	18.16%
5 Year	17.27%	17.04%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	12.51%	16.85%
3 Year	15.11%	16.17%
5 Year	15.35%	17.02%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation	12.26%	12.55%
Sharp	0.9%	0.9%
Beta	0.93%	0.94%
Alpha	0.93%	0.76%

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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	1.95	1.35
Large Cap	70.01	69.72
Small Cap	4.39	12.23
Mid Cap	23.65	16.46

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	1.95	1.35
Telecom - Services	3.16	3.32
Petroleum Products	4.74	5.78
IT - Software	8.1	8.03
Retailing	2.6	2.16
Pharmaceuticals & Biotechnology	3.32	4.73
Construction	4.43	2.1
Diversified FMCG	1.2	-
Non - Ferrous Metals	0.74	1.52
Banks	23.72	23.9
Cement & Cement Products	6.23	2.64
Chemicals & Petrochemicals	6.91	2.89
Personal Products	0.62	1.32
Transport Services	3.42	0.8
Capital Markets	1.7	0.57
Gas	2.88	-
Electrical Equipment	1.46	2.17
Automobiles	3.29	5.92
Fertilizers & Agrochemicals	0.74	0.4
Insurance	0.69	4.33
Industrial Products	0.67	3.18
Aerospace & Defense	6.1	-
Agricultural, Commercial & Construction Vehicles	0.59	-
Auto Components	3.79	4.55
Beverages	0.88	3.6
Finance	0.23	5.61
Power	2.49	-
Ferrous Metals	3.35	1.22
Consumer Durables	-	2.63
Healthcare Services	-	1.87
Agricultural Food & other Products	-	1.82
Minerals & Mining	-	0.39
Industrial Manufacturing	-	0.39
Realty	-	0.57