Edelweiss Flexi Cap Fund vs Kotak Flexicap Fund compare

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)	₹56460 Cr	₹3127 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	-1.64%	-2.43%
6 Month	-	1.88%
1 Year	12.68%	9.92%
3 Year	16.01%	18.5%
5 Year	14.7%	17.11%

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month	0.77%	1.46%
1 Year	10.83%	12.44%
3 Year	13.53%	14.75%
5 Year	14.21%	15.73%

Rolling Lumpsum Returns

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year	11.84%	11.45%
3 Year	15.52%	15.67%
5 Year	15.57%	15.38%

Risk Management

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.26%	12.65%
Sharp	0.85%	1%
Beta	0.93%	0.98%
Alpha	0.41%	2.48%

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	6.26	11.07
Large Cap	67.42	57.09
Mid Cap	23.29	25.1
Small Cap	3.03	6.74

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	2.54	2.55
Communication Services	3.21	2.53
Energy	6.27	5
Technology	6.95	10.18
Consumer Cyclical	11.77	12.58
Basic Materials	14.02	7.41
Healthcare	2.83	6.61
Industrials	18.47	9.99
Consumer Defensive	2.2	6.2
Financial Services	28.55	33.24
Utilities	3.19	2.33
Real Estate	-	1.38

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