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ITI Flexi Cap Fund Regular vs Kotak Flexicap Fund compare
ITI Flexi Cap Fund Regular - Growth
Kotak Flexicap Fund - Growth
Chart Comparison
Overview
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| Fund | ITI Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1183 Cr | ₹53626 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 17 Feb 2023 | 11 Sep 2009 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 16.04% |
| Expense Ratio | 2.03 | 1.46 |
| Manager | Rohan Korde | Harsha Upadhyaya |
| ISIN Code | INF00XX01CL3 | INF174K01336 |
| Exits Load | ITI Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak 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 | ITI Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 1 Month | 2.74% | 1.56% |
| 6 Month | 18.87% | 16.65% |
| 1 Year | -3.86% | 1.29% |
| 3 Year | - | 15.57% |
| 5 Year | - | 19.07% |
SIP Return Analysis
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 6 Month | 4.36% | 3.34% |
| 1 Year | 10.75% | 13.43% |
| 3 Year | - | 16.19% |
| 5 Year | - | 15.69% |
Rolling Lumpsum Returns
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 1 Year | 42.75% | 12.26% |
| 3 Year | - | 15.22% |
| 5 Year | - | 15.42% |
Risk Management
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.26% |
| Sharp | - | 0.74% |
| Beta | - | 0.93% |
| Alpha | - | 0.96% |
Fund Managers
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| Name | Rohan Korde | Harsha Upadhyaya |
| Total AUM | ₹4626 Cr | ₹139411 Cr |
| Funds Managed | 10 | 11 |
| ITI Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
Market Cap
| Scheme Name |
ITI Flexi Cap Fund Regular - Growth |
Kotak Flexicap Fund - Growth |
|---|---|---|
| Others | 8.43 | 2.62 |
| Large Cap | 46.97 | 68.99 |
| Mid Cap | 16.06 | 23.72 |
| Small Cap | 28.53 | 4.67 |
Sector Allocation
| Scheme Name |
ITI Flexi Cap Fund Regular - Growth |
Kotak Flexicap Fund - Growth |
|---|---|---|
| Others | 3.89 | 2.22 |
| Energy | 5.16 | 6.01 |
| Technology | 9.09 | 7.27 |
| Industrials | 19.79 | 21.34 |
| Consumer Cyclical | 9.18 | 10.29 |
| Real Estate | 1.69 | - |
| Financial Services | 25.76 | 25.57 |
| Healthcare | 7.52 | 3.18 |
| Basic Materials | 8.13 | 14.86 |
| Consumer Defensive | 4 | 2.58 |
| Utilities | 3.02 | 3.59 |
| Communication Services | 2.77 | 3.09 |
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