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Axis Flexi Cap Fund vs Kotak Flexicap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon Axis Flexi Cap Fund - Regular Plan - Growth

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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 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) ₹49112 Cr ₹12125 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 1.48 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 3.61% 3.52%
6 Month 0.08% -2.7%
1 Year 7.42% 9.26%
3 Year 16.03% 12.47%
5 Year 21.91% 17.99%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
6 Month 2.72% 1.51%
1 Year -0.99% -1.57%
3 Year 16% 14.69%
5 Year 16.31% 13.63%

Rolling Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
1 Year 12.91% 13.49%
3 Year 15.14% 14.2%
5 Year 15.31% 14.04%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation 12.26% 14.57%
Sharp 0.5% 0.141%
Beta 0.93% 0.948%
Alpha 0.59% -4.284%

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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 2.55 6.55
Large Cap 69.56 64.6
Small Cap 4.4 11.55
Mid Cap 23.49 17.3

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

Axis Flexi Cap Fund - Regular Plan - Growth

Others 2.55 6.27
Telecom - Services 2.97 -
Petroleum Products 4.38 -
IT - Software 9.57 -
Retailing 2.8 -
Pharmaceuticals and Biotechnology 2.03 -
Construction 4.77 -
Diversified FMCG 1.25 -
Non - Ferrous Metals 0.84 -
Banks 22.97 -
Pharmaceuticals & Biotechnology 1.49 -
Cement & Cement Products 0.8 -
Chemicals and Petrochemicals 6.41 -
Personal Products 0.55 -
Transport Services 3.46 -
Capital Markets 1.62 -
Gas 2.91 -
Electrical Equipment 1.61 -
Automobiles 3.56 -
Fertilizers & Agrochemicals 0.77 -
Insurance 0.59 -
Industrial Products 0.74 -
Aerospace and Defense 0.33 -
Agricultural, Commercial & Construction Vehicles 0.51 -
Aerospace & Defense 5.26 -
Cement and Cement Products 5.34 -
Auto Components 3.78 -
Beverages 0.89 -
Finance 0.26 -
Ferrous Metals 3.58 -
Power 1.41 -
Technology - 8.43
Consumer Cyclical - 17.8
Healthcare - 8.68
Financial Services - 26.2
Industrials - 13.04
Basic Materials - 5.19
Consumer Defensive - 3.07
Utilities - 3.16
Communication Services - 4.18
Real Estate - 3.99

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