Axis Flexi Cap Fund vs Kotak Flexicap Fund compare

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)	₹52972 Cr	₹12723 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	05 Sep 2009	10 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	1.45	1.72
Manager	Harsha Upadhyaya	Shreyash Devalkar
ISIN Code	INF174K01336	INF846K01B51
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Month	-5.82%	2.45%
6 Month	9.93%	20.56%
1 Year	33.31%	37.71%
3 Year	14.35%	12.63%
5 Year	17.47%	17.77%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	18.33%	16.46%
3 Year	38.89%	28.91%
5 Year	68.88%	53.09%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Year	20.39%	17.76%
3 Year	51.57%	39.89%
5 Year	75.36%	58.9%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	12.26%	13.16%
Sharp	0.8%	0.59%
Beta	0.93%	0.94%
Alpha	-0.12%	-4.77%

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Name	Harsha Upadhyaya	Shreyash Devalkar
Total AUM	₹139411 Cr	₹166770 Cr
Fund Manage	11	14
	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	1.26	5.7
Large Cap	73.17	68.09
Small Cap	5.45	12.9
Mid Cap	20.14	13.32

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	1.16	5.69
Telecom - Services	2.58	-
Petroleum Products	5.59	-
IT - Software	7.99	-
Pharmaceuticals & Biotechnology	3.79	-
Construction	5.46	6.14
Diversified FMCG	1.83	-
Non - Ferrous Metals	0.99	-
Banks	20.93	-
Cement & Cement Products	6.01	-
Chemicals & Petrochemicals	5.85	-
Automobiles	4.72	-
Personal Products	0.7	-
Transport Services	3.7	-
Capital Markets	0.97	-
Gas	3.45	-
Electrical Equipment	1.98	-
Fertilizers & Agrochemicals	0.68	-
Insurance	0.55	-
Industrial Products	0.87	-
Aerospace & Defense	6.01	-
Agricultural, Commercial & Construction Vehicles	0.68	-
Auto Components	5.04	-
Beverages	0.85	-
Finance	0.36	-
Ferrous Metals	3.57	-
Power	1.27	-
Retailing	2.44	-
Materials	-	3.65
Technology	-	5.32
Automobile	-	11.39
Financial	-	24.97
Energy	-	4.56
Healthcare	-	6.98
Services	-	11.77
Capital Goods	-	8.03
Chemicals	-	2.33
Metals & Mining	-	0.53
Consumer Staples	-	2.36
Consumer Discretionary	-	0.98
Diversified	-	1.73
Communication	-	3.58