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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) ₹1186 Cr ₹54841 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 -1.76% -2.34%
6 Month 10.9% 11.05%
1 Year -1.08% 1.39%
3 Year - 18.12%
5 Year - 20.08%

SIP Return Analysis

Scheme Name ITI Flexi Cap Fund Regular - Growth Kotak Flexicap Fund - Growth
6 Month 7.57% 6.52%
1 Year 7.5% 12.21%
3 Year - 17.78%
5 Year - 17.04%

Rolling Lumpsum Returns

Scheme Name ITI Flexi Cap Fund Regular - Growth Kotak Flexicap Fund - Growth
1 Year 46.21% 12.51%
3 Year - 15.11%
5 Year - 15.35%

Risk Management

Scheme Name ITI Flexi Cap Fund Regular - Growth Kotak Flexicap Fund - Growth
Standard Deviation - 12.26%
Sharp - 1.19%
Beta - 0.93%
Alpha - 1.4%

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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 7.77 2.34
Large Cap 48.07 68.68
Mid Cap 14.91 24.36
Small Cap 29.25 4.62

Sector Allocation

Scheme Name

ITI Flexi Cap Fund Regular - Growth

Kotak Flexicap Fund - Growth

Others 3.44 1.9
Energy 5.47 6.12
Technology 9.35 7.86
Industrials 19.83 21.74
Consumer Cyclical 8.99 9.68
Real Estate 2.03 -
Financial Services 26.16 25.73
Healthcare 6.6 3.12
Basic Materials 7.8 14.69
Consumer Defensive 4.43 2.36
Utilities 2.86 3.64
Communication Services 3.03 3.15

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