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

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)	₹56040 Cr	₹24443 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	0.51%	0.91%
6 Month	4.53%	6.53%
1 Year	7.32%	8.45%
3 Year	15.74%	16.37%
5 Year	16.88%	17.46%

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	3.09%	4.83%
1 Year	17.02%	19.41%
3 Year	16.02%	17.57%
5 Year	15.65%	16.2%

Rolling Lumpsum Returns

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	11.96%	15.9%
3 Year	15.43%	16.65%
5 Year	15.54%	16.28%

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	4.93	4.5
Large Cap	68.36	62.38
Mid Cap	23.52	19.67
Small Cap	3.19	13.44

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	2.06	1.63
Communication Services	3.15	2.69
Energy	6.06	4.82
Technology	6.78	9.78
Consumer Cyclical	11.96	13.73
Basic Materials	14.52	10.71
Healthcare	2.96	6.5
Industrials	19.71	10.17
Consumer Defensive	2.31	7.49
Financial Services	27.03	31.83
Utilities	3.45	-
Real Estate	-	0.64

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