Axis Flexi Cap Fund vs Kotak Flexicap Fund compare

Axis Flexi Cap Fund vs Kotak Flexicap Fund compare

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Kotak Flexicap Fund - Growth

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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)	₹56460 Cr	₹13026 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	0.42%	-1.89%
6 Month	2.08%	-3.43%
1 Year	13.36%	6.37%
3 Year	17.78%	14.96%
5 Year	15.88%	12.43%

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	1.66%	-0.76%
1 Year	11.7%	5.6%
3 Year	13.42%	10.79%
5 Year	14.21%	10.84%

Rolling Lumpsum Returns

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Year	11.84%	9.69%
3 Year	15.52%	14.19%
5 Year	15.57%	14.63%

Risk Management

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	12.38%	13.08%
Sharp	0.78%	0.59%
Beta	0.93%	0.97%
Alpha	0.72%	-1.57%

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	6.26	14.9
Large Cap	67.42	55.26
Mid Cap	23.29	18.01
Small Cap	3.03	11.84

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	2.54	8.59
Communication Services	3.21	5.16
Energy	6.27	-
Technology	6.95	6.91
Consumer Cyclical	11.77	18.01
Basic Materials	14.02	5.8
Healthcare	2.83	8.03
Industrials	18.47	13.39
Consumer Defensive	2.2	0
Financial Services	28.55	29.54
Utilities	3.19	1.33
Real Estate	-	3.24

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