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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) | ₹53626 Cr | ₹81936 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 | 1.56% | 2.46% |
| 6 Month | 16.65% | 15.39% |
| 1 Year | 1.29% | 5.14% |
| 3 Year | 15.57% | 21.69% |
| 5 Year | 19.07% | 28.11% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 3.34% | 4.4% |
| 1 Year | 13.43% | 15.32% |
| 3 Year | 16.19% | 21.37% |
| 5 Year | 15.69% | 22.57% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 12.26% | 18.14% |
| 3 Year | 15.22% | 19.11% |
| 5 Year | 15.42% | 18.88% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 12.26% | 11.22% |
| Sharp | 0.74% | 1.23% |
| Beta | 0.93% | 0.81% |
| Alpha | 0.96% | 7.42% |
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 | 2.62 | 11.84 |
| Large Cap | 68.99 | 74.89 |
| Small Cap | 4.67 | 9.86 |
| Mid Cap | 23.72 | 3.41 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Others | 2.22 | 9.03 |
| Communication Services | 3.09 | 2.93 |
| Energy | 6.01 | 0.93 |
| Technology | 7.27 | 4.85 |
| Consumer Cyclical | 10.29 | 16.85 |
| Healthcare | 3.18 | 9.05 |
| Industrials | 21.34 | 4.88 |
| Consumer Defensive | 2.58 | 0.71 |
| Basic Materials | 14.86 | 5.94 |
| Financial Services | 25.57 | 40.06 |
| Utilities | 3.59 | 2.09 |
| Real Estate | - | 2.69 |
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