Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss Flexi Cap Fund vs Kotak Flexicap Fund compare

Link copied to clipboard!

tortoise-icon Kotak Flexicap Fund - Growth

Invest Now

tortoise-icon Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹52533 Cr ₹2642 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 3.84% 4.4%
6 Month 8.48% 0.51%
1 Year 5.5% 1.86%
3 Year 22.5% 23.26%
5 Year 21.35% 24.2%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month 12.55% 10.13%
1 Year 20.07% 10.61%
3 Year 19.91% 20.02%
5 Year 18.25% 19.31%

Rolling Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year 12.51% 13.42%
3 Year 15.11% 15.07%
5 Year 15.35% 14.75%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.26% 14.47%
Sharp 0.9% 0.89%
Beta 0.93% 0.97%
Alpha 0.93% 1.92%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 2 7.06
Large Cap 69.3 65.21
Small Cap 4.65 7.49
Mid Cap 24.05 20.23

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 2 2.96
Telecom - Services 3.03 -
Petroleum Products 4.66 -
IT - Software 7.95 -
Retailing 2.58 -
Pharmaceuticals & Biotechnology 3.11 -
Construction 4.66 -
Diversified FMCG 1.16 -
Non - Ferrous Metals 0.72 -
Banks 23.15 -
Cement & Cement Products 5.93 -
Chemicals & Petrochemicals 7.1 -
Personal Products 0.59 -
Transport Services 3.39 -
Capital Markets 1.91 -
Gas 2.8 -
Electrical Equipment 1.43 -
Automobiles 3.36 -
Fertilizers & Agrochemicals 0.65 -
Insurance 0.77 -
Industrial Products 0.71 -
Aerospace & Defense 6.92 -
Agricultural, Commercial & Construction Vehicles 0.76 -
Auto Components 3.8 -
Beverages 0.78 -
Finance 0.24 -
Power 2.41 -
Ferrous Metals 3.43 -
Energy - 5.53
Industrials - 11.35
Technology - 11.45
Consumer Defensive - 6.08
Basic Materials - 5.56
Healthcare - 7.72
Financial Services - 30.24
Consumer Cyclical - 10.55
Utilities - 3.1
Real Estate - 1.96
Communication Services - 3.49

Top Comparisons

Invesco India Infrastructure Fund - Growth Option Invesco India Infrastructure Fund - Growth Option

3Y Returns31.96%

VS

DSP India T.I.G.E.R. Fund - Regular Plan - Growth DSP India T.I.G.E.R. Fund - Regular Plan - Growth

3Y Returns33.35%

Compare Now

Nippon India Aggressive Hybrid Fund - Regular - Growth Nippon India Aggressive Hybrid Fund - Regular - Growth

3Y Returns19.11%

VS

PGIM India Aggressive Hybrid Equity Fund - Growth Option PGIM India Aggressive Hybrid Equity Fund - Growth Option

3Y Returns16.23%

Compare Now

Mahindra Manulife Liquid Fund - Regular Plan - Growth Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns6.97%

VS

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns6.95%

Compare Now

Kotak Multi Asset Allocation Fund - Regular (G) Kotak Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

VS

SBI Multi Asset Allocation Fund - Regular Plan - Growth SBI Multi Asset Allocation Fund - Regular Plan - Growth

3Y Returns18.43%

Compare Now
Add to Cart Successfully