Axis Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Axis Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹52533 Cr | ₹12824 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 11 Sep 2009 | 24 Nov 2017 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 16.04% | 30% |
Expense Ratio | 1.46 | 1.73 |
Manager | Harsha Upadhyaya | Shreyash Devalkar |
ISIN Code | INF174K01336 | INF846K01B51 |
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 | Axis Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.93% | 1.39% |
6 Month | 11.46% | 6.06% |
1 Year | 4.22% | 5.35% |
3 Year | 21.08% | 17.49% |
5 Year | 20.98% | 18.08% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 12.55% | 10.15% |
1 Year | 20.07% | 13.26% |
3 Year | 19.91% | 17.44% |
5 Year | 18.25% | 14.87% |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.51% | 12.08% |
3 Year | 15.11% | 14.02% |
5 Year | 15.35% | 14.15% |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.26% | 14.11% |
Sharp | 1.19% | 0.87% |
Beta | 0.93% | 0.96% |
Alpha | 1.4% | -1.27% |
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Fund Managers
Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Shreyash Devalkar |
Total AUM | ₹139411 Cr | ₹166770 Cr |
Funds Managed | 11 | 14 |
Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Flexicap Fund - Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.27 | 6.6 |
Large Cap | 68.98 | 64.47 |
Small Cap | 4.67 | 11.09 |
Mid Cap | 24.08 | 17.85 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.92 | 6.02 |
Communication Services | 3.04 | 4.62 |
Energy | 6.19 | - |
Technology | 7.96 | 6.68 |
Consumer Cyclical | 9.74 | 15.14 |
Healthcare | 3.11 | 8.91 |
Industrials | 21.29 | 14.38 |
Consumer Defensive | 2.53 | 2.34 |
Basic Materials | 14.44 | 5.65 |
Financial Services | 26.08 | 30 |
Utilities | 3.7 | 2.27 |
Real Estate | - | 3.99 |
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