Canara Robeco Flexicap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹56040 Cr | ₹13799 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2009 | 16 Sep 2003 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 16.04% | 30% |
| Expense Ratio | 1.46 | 1.69 |
| Manager | Harsha Upadhyaya | Shridatta Bhandwaldar |
| ISIN Code | INF174K01336 | INF760K01019 |
| 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 | Canara Robeco Flexi Cap Fund - Regular Plan - 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 | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.71% | 0.5% |
| 6 Month | 3.23% | 4.86% |
| 1 Year | 4.85% | 3.72% |
| 3 Year | 15.63% | 14.62% |
| 5 Year | 16.53% | 16.18% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.45% | 2.34% |
| 1 Year | 16.01% | 15.33% |
| 3 Year | 15.14% | 14.54% |
| 5 Year | 15.01% | 14.01% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.92% | 15.26% |
| 3 Year | 15.45% | 15.19% |
| 5 Year | 15.55% | 14.48% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.26% | 11.94% |
| Sharp | 0.81% | 0.75% |
| Beta | 0.92% | 0.9% |
| Alpha | 0.98% | 0.07% |
Fund Managers
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Shridatta Bhandwaldar |
| Total AUM | ₹139411 Cr | ₹69491 Cr |
| Funds Managed | 11 | 12 |
| Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.08 | 2.84 |
| Large Cap | 74.29 | 75.27 |
| Mid Cap | 19.04 | 18.83 |
| Small Cap | 4.59 | 3.01 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.08 | 2.86 |
| Telecom - Services | 3.15 | 3.28 |
| Petroleum Products | 4.75 | 4.06 |
| IT - Software | 6.77 | 6.86 |
| Retailing | 3.85 | 6.57 |
| Cement & Cement Products | 6.13 | 2.27 |
| Pharmaceuticals & Biotechnology | 2.97 | 5.53 |
| Construction | 4.47 | 3.06 |
| Diversified FMCG | 1.14 | 2.54 |
| Non - Ferrous Metals | 1.13 | 0.61 |
| Banks | 22.62 | 19.06 |
| Chemicals & Petrochemicals | 6.35 | 1.29 |
| Personal Products | 0.5 | 0.68 |
| Transport Services | 3.26 | 1.41 |
| Capital Markets | 1.66 | 2.51 |
| Gas | 2.49 | - |
| Electrical Equipment | 1.26 | 3.54 |
| Automobiles | 4.29 | 5.88 |
| Fertilizers & Agrochemicals | 0.57 | 1.1 |
| Insurance | 0.75 | 1.94 |
| Industrial Products | 0.62 | 2.46 |
| Agricultural, Commercial & Construction Vehicles | 0.75 | - |
| Aerospace & Defense | 6.08 | 2.32 |
| Finance | 2 | 4.12 |
| Auto Components | 3.82 | 2.46 |
| Beverages | 0.67 | 1.35 |
| Power | 2.25 | 2.24 |
| Ferrous Metals | 3.62 | - |
| Healthcare Services | - | 1.26 |
| Leisure Services | - | 1.39 |
| Realty | - | 1.13 |
| Agricultural Food & other Products | - | 1.52 |
| Consumer Durables | - | 2.34 |
| Financial Technology (Fintech) | - | 1.39 |
| Household Products | - | 0.52 |
| Textiles & Apparels | - | 0.4 |
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