Kotak Flexicap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare

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Kotak Flexicap Fund - Growth

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Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular 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	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Fund	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹49112 Cr	₹21417 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹100
Launch Date	11 Sep 2009	27 Aug 1998
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	16.04%	20%
Expense Ratio	1.48	1.68
Manager	Harsha Upadhyaya	Dhaval Joshi
ISIN Code	INF174K01336	INF209K01AJ8
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	Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	4.41%	3.33%
6 Month	7.14%	5%
1 Year	8.85%	12.6%
3 Year	19.59%	19.35%
5 Year	23.82%	24.8%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	8.36%	7.5%
1 Year	10.25%	9.65%
3 Year	18.8%	19.48%
5 Year	17.6%	17.89%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	12.91%	17.42%
3 Year	15.14%	16.25%
5 Year	15.31%	16.95%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation	12.26%	12.55%
Sharp	0.7%	0.69%
Beta	0.92%	0.95%
Alpha	0.98%	0.61%

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Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Name	Harsha Upadhyaya	Dhaval Joshi
Total AUM	₹139411 Cr	₹361932 Cr
Funds Managed	11	55
	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	2.41	1.67
Large Cap	69.35	69.72
Small Cap	4.68	11.63
Mid Cap	23.57	16.75

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	2.41	1.67
Telecom - Services	3.03	3.23
Petroleum Products	4.46	5.55
IT - Software	8.59	8.64
Retailing	2.38	2.11
Pharmaceuticals & Biotechnology	3.32	4.94
Construction	4.89	2.27
Diversified FMCG	1.2	-
Non - Ferrous Metals	0.83	1.67
Banks	23.16	23.42
Cement & Cement Products	6.37	2.67
Chemicals & Petrochemicals	6.69	2.88
Personal Products	0.59	1.26
Transport Services	3.62	0.81
Capital Markets	1.59	0.59
Gas	2.88	-
Electrical Equipment	1.67	2.31
Automobiles	3.24	5.05
Fertilizers & Agrochemicals	0.82	0.46
Insurance	0.63	4.06
Industrial Products	0.73	3.35
Aerospace & Defense	6.36	-
Agricultural, Commercial & Construction Vehicles	0.62	-
Auto Components	3.78	4.84
Beverages	0.84	3.58
Finance	0.26	5.87
Ferrous Metals	3.53	1.27
Power	1.52	-
Consumer Durables	-	2.48
Healthcare Services	-	1.81
Agricultural Food & other Products	-	1.62
Minerals & Mining	-	0.42
Industrial Manufacturing	-	0.39
Realty	-	0.55