HDFC Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
HDFC Flexi Cap Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | Kotak Flexicap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Fund | Kotak Flexicap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹54841 Cr | ₹79585 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 11 Sep 2009 | 01 Jan 1995 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 16.04% | 42.17% |
Expense Ratio | 1.46 | 1.42 |
Manager | Harsha Upadhyaya | Dhruv Muchhal |
ISIN Code | INF174K01336 | INF179K01608 |
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 | HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
1 Month | -2.34% | -1.3% |
6 Month | 11.05% | 9.43% |
1 Year | 1.39% | 6.25% |
3 Year | 18.12% | 23.44% |
5 Year | 20.08% | 28.84% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
6 Month | 6.52% | 4.29% |
1 Year | 12.21% | 10.07% |
3 Year | 17.78% | 21.9% |
5 Year | 17.04% | 23.6% |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
1 Year | 12.51% | 18.37% |
3 Year | 15.11% | 19% |
5 Year | 15.35% | 18.79% |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Standard Deviation | 12.26% | 11.91% |
Sharp | 1.19% | 1.58% |
Beta | 0.93% | 0.82% |
Alpha | 1.4% | 7.20% |
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Fund Managers
Scheme Name | Kotak Flexicap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Name | Harsha Upadhyaya | Dhruv Muchhal |
Total AUM | ₹139411 Cr | ₹520687 Cr |
Funds Managed | 11 | 40 |
Kotak Flexicap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
Market Cap
Scheme Name |
Kotak Flexicap Fund - Growth |
HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Others | 2.34 | 13.15 |
Large Cap | 68.68 | 73.72 |
Small Cap | 4.62 | 9.77 |
Mid Cap | 24.36 | 3.36 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Others | 1.9 | 10.4 |
Communication Services | 3.15 | 3.16 |
Energy | 6.12 | 1.02 |
Technology | 7.86 | 4.64 |
Consumer Cyclical | 9.68 | 16.6 |
Healthcare | 3.12 | 8.64 |
Industrials | 21.74 | 5.03 |
Consumer Defensive | 2.36 | 0.76 |
Basic Materials | 14.69 | 5.41 |
Financial Services | 25.73 | 39.69 |
Utilities | 3.64 | 2.03 |
Real Estate | - | 2.62 |
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