Axis Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Axis Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
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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