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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) | ₹53626 Cr | ₹12796 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 | 2.04% | 3.19% |
| 6 Month | 16.15% | 17.98% |
| 1 Year | 1.13% | 0.37% |
| 3 Year | 15.49% | 13.43% |
| 5 Year | 19.36% | 17.14% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.34% | 5.03% |
| 1 Year | 13.43% | 14.26% |
| 3 Year | 16.19% | 16.41% |
| 5 Year | 15.69% | 13.86% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.26% | 11.22% |
| 3 Year | 15.22% | 14.21% |
| 5 Year | 15.42% | 14.46% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.26% | 13.22% |
| Sharp | 0.74% | 0.48% |
| Beta | 0.93% | 0.93% |
| Alpha | 0.96% | -1.04% |
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 | 2.62 | 11.57 |
| Large Cap | 68.99 | 57.51 |
| Small Cap | 4.67 | 12.16 |
| Mid Cap | 23.72 | 18.76 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.22 | 5.23 |
| Communication Services | 3.09 | 4.67 |
| Energy | 6.01 | - |
| Technology | 7.27 | 5.8 |
| Consumer Cyclical | 10.29 | 16.61 |
| Healthcare | 3.18 | 10.41 |
| Industrials | 21.34 | 15.2 |
| Consumer Defensive | 2.58 | 1.35 |
| Basic Materials | 14.86 | 6.13 |
| Financial Services | 25.57 | 29.21 |
| Utilities | 3.59 | 1.44 |
| Real Estate | - | 3.96 |
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