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Kotak Flexicap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare
Kotak Flexicap Fund - Growth
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Chart Comparison
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) | ₹53293 Cr | ₹23127 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 | 1.46 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | -2.74% | -1% |
| 6 Month | 15.27% | 14.32% |
| 1 Year | -0.16% | -0.84% |
| 3 Year | 16.18% | 16.9% |
| 5 Year | 18.23% | 18.87% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 0.17% | 0.65% |
| 1 Year | 5.55% | 4.82% |
| 3 Year | 14.36% | 15.23% |
| 5 Year | 14.99% | 15.19% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 12.26% | 16.53% |
| 3 Year | 15.22% | 16.26% |
| 5 Year | 15.42% | 17.18% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 12.26% | 12.55% |
| Sharp | 0.92% | 0.91% |
| Beta | 0.93% | 0.94% |
| Alpha | 1.21% | 0.93% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 2.62 | 5.33 |
| Large Cap | 68.99 | 65.38 |
| Small Cap | 4.67 | 13.11 |
| Mid Cap | 23.72 | 16.17 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 2.22 | 2.46 |
| Communication Services | 3.09 | 3.03 |
| Energy | 6.01 | 4.79 |
| Technology | 7.27 | 7.92 |
| Consumer Cyclical | 10.29 | 12.46 |
| Healthcare | 3.18 | 7.34 |
| Industrials | 21.34 | 11.52 |
| Consumer Defensive | 2.58 | 7.18 |
| Basic Materials | 14.86 | 10.34 |
| Financial Services | 25.57 | 32.29 |
| Utilities | 3.59 | - |
| Real Estate | - | 0.67 |
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