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)	₹52533 Cr	₹22826 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

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	3.84%	2.91%
6 Month	8.48%	5.03%
1 Year	5.5%	7.35%
3 Year	22.5%	21.67%
5 Year	21.35%	22.61%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	12.55%	10.12%
1 Year	20.07%	14.44%
3 Year	19.91%	19.33%
5 Year	18.25%	17.67%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	12.51%	16.85%
3 Year	15.11%	16.17%
5 Year	15.35%	17.02%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation	13.37%	13.27%
Sharp	1.12%	1.09%
Beta	0.93%	0.93%
Alpha	1.80%	1.28%

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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	2.44
Large Cap	69.3	67.36
Small Cap	4.65	13.66
Mid Cap	24.05	16.85

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	2	2.44
Telecom - Services	3.03	2.98
Petroleum Products	4.66	5.71
IT - Software	7.95	8.25
Retailing	2.58	2.08
Pharmaceuticals & Biotechnology	3.11	4.26
Construction	4.66	2.28
Diversified FMCG	1.16	-
Non - Ferrous Metals	0.72	1.52
Banks	23.15	22.41
Cement & Cement Products	5.93	2.53
Chemicals & Petrochemicals	7.1	2.88
Personal Products	0.59	1.27
Transport Services	3.39	0.8
Capital Markets	1.91	0.73
Gas	2.8	-
Electrical Equipment	1.43	2.31
Automobiles	3.36	6.13
Fertilizers & Agrochemicals	0.65	0.39
Insurance	0.77	4.42
Industrial Products	0.71	3.72
Aerospace & Defense	6.92	-
Agricultural, Commercial & Construction Vehicles	0.76	-
Auto Components	3.8	4.93
Beverages	0.78	3.48
Finance	0.24	5.63
Power	2.41	-
Ferrous Metals	3.43	1.27
Consumer Durables	-	2.54
Healthcare Services	-	2.19
Agricultural Food & other Products	-	1.7
Minerals & Mining	-	0.42
Industrial Manufacturing	-	0.43
Realty	-	0.61