Edelweiss Flexi Cap Fund vs Kotak Flexicap Fund compare

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Kotak Flexicap Fund - Growth

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Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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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	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)	₹56040 Cr	₹3006 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

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month	0.71%	0.79%
6 Month	3.23%	6.52%
1 Year	4.85%	1.02%
3 Year	15.63%	17.82%
5 Year	16.53%	19.19%

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month	2.45%	3.82%
1 Year	16.01%	16.59%
3 Year	15.14%	16.63%
5 Year	15.01%	16.66%

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year	11.92%	11.77%
3 Year	15.45%	15.56%
5 Year	15.55%	15.2%

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.26%	13.35%
Sharp	0.81%	0.84%
Beta	0.92%	0.98%
Alpha	0.98%	1.96%

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

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	2.08	8.56
Large Cap	74.29	57.26
Mid Cap	19.04	25.42
Small Cap	4.59	8.76

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	2.08	2.01
Telecom - Services	3.15	-
Petroleum Products	4.75	-
IT - Software	6.77	-
Retailing	3.85	-
Cement & Cement Products	6.13	-
Pharmaceuticals & Biotechnology	2.97	-
Construction	4.47	-
Diversified FMCG	1.14	-
Non - Ferrous Metals	1.13	-
Banks	22.62	-
Chemicals & Petrochemicals	6.35	-
Personal Products	0.5	-
Transport Services	3.26	-
Capital Markets	1.66	-
Gas	2.49	-
Electrical Equipment	1.26	-
Automobiles	4.29	-
Fertilizers & Agrochemicals	0.57	-
Insurance	0.75	-
Industrial Products	0.62	-
Agricultural, Commercial & Construction Vehicles	0.75	-
Aerospace & Defense	6.08	-
Finance	2	-
Auto Components	3.82	-
Beverages	0.67	-
Power	2.25	-
Ferrous Metals	3.62	-
Energy	-	4.76
Industrials	-	11.1
Technology	-	10.83
Consumer Defensive	-	6.01
Consumer Cyclical	-	13.16
Healthcare	-	6.99
Financial Services	-	31.68
Basic Materials	-	6.66
Real Estate	-	1.81
Communication Services	-	2.54
Utilities	-	2.46