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Edelweiss Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Flexicap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Flexicap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹53626 Cr | ₹2777 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 11 Sep 2009 | 03 Feb 2015 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 16.04% | 49% |
| Expense Ratio | 1.46 | 1.96 |
| Manager | Harsha Upadhyaya | Trideep Bhattacharya |
| ISIN Code | INF174K01336 | INF843K01KN5 |
| 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 | Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.66% | 0.32% |
| 6 Month | 14.22% | 13.29% |
| 1 Year | 2.96% | -3.28% |
| 3 Year | 17.95% | 19.16% |
| 5 Year | 18.62% | 21.16% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.24% | 2.81% |
| 1 Year | 15.38% | 11.92% |
| 3 Year | 16.04% | 16.85% |
| 5 Year | 15.58% | 16.87% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.03% | 12.27% |
| 3 Year | 15.32% | 15.42% |
| 5 Year | 15.49% | 15.05% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.26% | 13.35% |
| Sharp | 0.87% | 0.84% |
| Beta | 0.93% | 0.99% |
| Alpha | 1.21% | 2.04% |
Fund Managers
| Scheme Name | Kotak Flexicap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Trideep Bhattacharya |
| Total AUM | ₹139411 Cr | ₹0 Cr |
| Funds Managed | 11 | 9 |
| Kotak Flexicap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.79 | 7 |
| Large Cap | 67.92 | 60.85 |
| Small Cap | 4.31 | 8.9 |
| Mid Cap | 21.98 | 23.26 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.33 | 1.93 |
| Communication Services | 3.03 | 2.53 |
| Energy | 5.69 | 4.99 |
| Technology | 7.19 | 12.16 |
| Consumer Cyclical | 10.72 | 13.44 |
| Healthcare | 3.18 | 7.61 |
| Industrials | 19.95 | 11.85 |
| Consumer Defensive | 2.58 | 6.24 |
| Basic Materials | 14.39 | 5.83 |
| Financial Services | 25.47 | 28.68 |
| Utilities | 3.47 | 2.8 |
| Real Estate | - | 1.94 |
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