HDFC Flexi Cap Fund vs Kotak Flexicap Fund compare

HDFC Flexi Cap Fund vs Kotak Flexicap Fund compare

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Kotak Flexicap Fund - Growth

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HDFC Flexi Cap Fund - Growth Plan

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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	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)	₹56885 Cr	₹94069 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	-0.11%	-0.29%
6 Month	2.79%	5.01%
1 Year	9.14%	11.67%
3 Year	16.72%	21.7%
5 Year	16.6%	24.64%

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
6 Month	0.22%	0.94%
1 Year	10.54%	11.79%
3 Year	14.18%	18.53%
5 Year	14.67%	20.63%

Rolling Lumpsum Returns

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
1 Year	11.89%	19.47%
3 Year	15.46%	18.54%
5 Year	15.56%	16.62%

Risk Management

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Standard Deviation	12.26%	10.52%
Sharp	0.81%	1.24%
Beta	0.92%	0.78%
Alpha	0.98%	6.27%

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	6.04	13.81
Large Cap	67.83	74.2
Mid Cap	23.15	3.26
Small Cap	2.98	8.73

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Others	2.34	11.32
Communication Services	3.18	2.61
Energy	6.05	1.42
Technology	6.88	5.37
Consumer Cyclical	11.92	15.16
Basic Materials	13.88	5.2
Healthcare	2.88	7.87
Industrials	18.75	5.03
Consumer Defensive	2.25	0.88
Financial Services	28.68	40.05
Utilities	3.2	2.61
Real Estate	-	2.49

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