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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) | ₹54841 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 | -4.84% | -4.1% |
| 6 Month | 7.66% | 5.4% |
| 1 Year | 2.26% | 3.48% |
| 3 Year | 16.3% | 16.31% |
| 5 Year | 19.18% | 19.95% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 4.42% | 3.67% |
| 1 Year | 7.3% | 4.28% |
| 3 Year | 15.02% | 15.25% |
| 5 Year | 15.22% | 15.02% |
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% | 12.79% |
| Sharp | 0.85% | 0.84% |
| Beta | 0.93% | 0.94% |
| Alpha | 1.56% | 1.29% |
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 | 2.34 | 4.93 |
| Large Cap | 68.68 | 65.68 |
| Small Cap | 4.62 | 12.67 |
| Mid Cap | 24.36 | 16.72 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 1.9 | 1.91 |
| Communication Services | 3.15 | 3.12 |
| Energy | 6.12 | 5.84 |
| Technology | 7.86 | 8.41 |
| Consumer Cyclical | 9.68 | 12.17 |
| Healthcare | 3.12 | 6.93 |
| Industrials | 21.74 | 11.14 |
| Consumer Defensive | 2.36 | 7.27 |
| Basic Materials | 14.69 | 10.13 |
| Financial Services | 25.73 | 32.46 |
| Utilities | 3.64 | - |
| Real Estate | - | 0.6 |
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