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)	₹56885 Cr	₹13276 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	-0.71%	-1.62%
6 Month	2.48%	1.75%
1 Year	4.48%	-0.78%
3 Year	15.59%	13.87%
5 Year	16.18%	12.96%

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	1.3%	-0.68%
1 Year	14.43%	9.23%
3 Year	14.69%	12.86%
5 Year	14.71%	11.73%

Rolling Lumpsum Returns

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Year	11.92%	10.06%
3 Year	15.45%	14.19%
5 Year	15.55%	14.76%

Risk Management

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	12.47%	13.17%
Sharp	0.74%	0.56%
Beta	0.92%	0.96%
Alpha	1.29%	-0.88%

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	4.93	14.1
Large Cap	68.36	53.66
Mid Cap	23.52	19.73
Small Cap	3.19	12.51

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	2.06	6.62
Communication Services	3.15	4.92
Energy	6.06	-
Technology	6.78	6.99
Consumer Cyclical	11.96	17.57
Basic Materials	14.52	5.8
Healthcare	2.96	9.43
Industrials	19.71	14.52
Consumer Defensive	2.31	0.47
Financial Services	27.03	28.81
Utilities	3.45	1.31
Real Estate	-	3.56

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