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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) | ₹53626 Cr | ₹22962 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 | 2.8% | 3.31% |
| 6 Month | 17.39% | 16% |
| 1 Year | 2.24% | 0.69% |
| 3 Year | 16.88% | 17.77% |
| 5 Year | 19.34% | 20.13% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 3.34% | 3.89% |
| 1 Year | 13.43% | 12.42% |
| 3 Year | 16.19% | 16.92% |
| 5 Year | 15.69% | 15.81% |
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 | 0.74% | 0.8% |
| Beta | 0.93% | 0.95% |
| Alpha | 0.96% | 1.47% |
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 | 5.79 | 4.49 |
| Large Cap | 67.92 | 65.11 |
| Small Cap | 4.31 | 12.99 |
| Mid Cap | 21.98 | 17.4 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 4.33 | 1.33 |
| Communication Services | 3.03 | 2.81 |
| Energy | 5.69 | 4.6 |
| Technology | 7.19 | 9.25 |
| Consumer Cyclical | 10.72 | 13.39 |
| Healthcare | 3.18 | 7.15 |
| Industrials | 19.95 | 10.93 |
| Consumer Defensive | 2.58 | 7.5 |
| Basic Materials | 14.39 | 10.23 |
| Financial Services | 25.47 | 32.2 |
| Utilities | 3.47 | - |
| Real Estate | - | 0.6 |
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