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ITI Flexi Cap Fund Regular vs Kotak Flexicap Fund compare

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tortoise-icon ITI Flexi Cap Fund Regular - Growth

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tortoise-icon Kotak Flexicap Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1283 Cr ₹56885 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 -1.58% -1.75%
6 Month 1.83% 1.67%
1 Year -2% 5%
3 Year - 15.75%
5 Year - 15.68%

SIP Return Analysis

Scheme Name ITI Flexi Cap Fund Regular - Growth Kotak Flexicap Fund - Growth
6 Month 1.28% 1.3%
1 Year 13.97% 14.43%
3 Year - 14.69%
5 Year - 14.71%

Rolling Lumpsum Returns

Scheme Name ITI Flexi Cap Fund Regular - Growth Kotak Flexicap Fund - Growth
1 Year 34.68% 11.89%
3 Year - 15.46%
5 Year - 15.56%

Risk Management

Scheme Name ITI Flexi Cap Fund Regular - Growth Kotak Flexicap Fund - Growth
Standard Deviation - 12.26%
Sharp - 0.81%
Beta - 0.92%
Alpha - 0.98%

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 12.93 6.04
Large Cap 51.98 67.83
Small Cap 20.89 2.98
Mid Cap 14.2 23.15

Sector Allocation

Scheme Name

ITI Flexi Cap Fund Regular - Growth

Kotak Flexicap Fund - Growth
Others 3.55 2.34
Energy 5.07 6.05
Technology 9.82 6.88
Consumer Cyclical 12.93 11.92
Industrials 16.37 18.75
Real Estate 1.23 -
Financial Services 26.21 28.68
Healthcare 5.92 2.88
Basic Materials 8.78 13.88
Consumer Defensive 4.54 2.25
Utilities 2.63 3.2
Communication Services 2.95 3.18

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