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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) ₹54841 Cr ₹13316 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 -2.37% -1.18%
6 Month 11.61% 9.84%
1 Year 1.37% 3.32%
3 Year 18.08% 14.92%
5 Year 19.89% 17.54%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
6 Month 6.52% 7.35%
1 Year 12.21% 10.83%
3 Year 17.78% 17.05%
5 Year 17.04% 14.67%

Rolling Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
1 Year 12.51% 12.08%
3 Year 15.11% 14.02%
5 Year 15.35% 14.15%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation 12.26% 14.11%
Sharp 1.19% 0.87%
Beta 0.93% 0.96%
Alpha 1.4% -1.27%

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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 2.34 11.59
Large Cap 68.68 58.7
Small Cap 4.62 11.28
Mid Cap 24.36 18.43

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

Axis Flexi Cap Fund - Regular Plan - Growth

Others 1.9 5.56
Communication Services 3.15 4.82
Energy 6.12 -
Technology 7.86 6.03
Consumer Cyclical 9.68 16.46
Healthcare 3.12 9.08
Industrials 21.74 14.87
Consumer Defensive 2.36 1.3
Basic Materials 14.69 5.94
Financial Services 25.73 29.52
Utilities 3.64 2.31
Real Estate - 4.11

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