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Edelweiss Flexi Cap Fund vs Kotak Flexicap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon 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) ₹49112 Cr ₹2376 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 1.48 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 7.94% 6.11%
6 Month 6.52% 0.82%
1 Year 11.6% 11.03%
3 Year 20.67% 22.31%
5 Year 23.55% 26.07%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month 8.36% 4.64%
1 Year 10.25% 1.93%
3 Year 18.8% 19.46%
5 Year 17.6% 19.12%

Rolling Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year 12.91% 14.04%
3 Year 15.14% 14.98%
5 Year 15.31% 14.22%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.26% 14.087%
Sharp 0.7% 0.669%
Beta 0.92% 0.982%
Alpha 0.98% 1.49%

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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 2.41 4.82
Large Cap 69.35 64.14
Small Cap 4.68 9.1
Mid Cap 23.57 21.94

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 2.41 3.68
Telecom - Services 3.03 -
Petroleum Products 4.46 -
IT - Software 8.59 -
Retailing 2.38 -
Pharmaceuticals & Biotechnology 3.32 -
Construction 4.89 -
Diversified FMCG 1.2 -
Non - Ferrous Metals 0.83 -
Banks 23.16 -
Cement & Cement Products 6.37 -
Chemicals & Petrochemicals 6.69 -
Personal Products 0.59 -
Transport Services 3.62 -
Capital Markets 1.59 -
Gas 2.88 -
Electrical Equipment 1.67 -
Automobiles 3.24 -
Fertilizers & Agrochemicals 0.82 -
Insurance 0.63 -
Industrial Products 0.73 -
Aerospace & Defense 6.36 -
Agricultural, Commercial & Construction Vehicles 0.62 -
Auto Components 3.78 -
Beverages 0.84 -
Finance 0.26 -
Ferrous Metals 3.53 -
Power 1.52 -
Energy - 3.64
Industrials - 13.92
Technology - 13.38
Consumer Defensive - 5.24
Healthcare - 7.13
Financial Services - 29.79
Basic Materials - 3.32
Consumer Cyclical - 11.36
Utilities - 3.55
Communication Services - 3.41
Real Estate - 1.58

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