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) | ₹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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
1 Month | 3.37% | 3.5% |
6 Month | -0.06% | -1.5% |
1 Year | 7.2% | 10.58% |
3 Year | 15.92% | 15.8% |
5 Year | 21.32% | 22.53% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
6 Month | 2.72% | 2.73% |
1 Year | -0.99% | 0.9% |
3 Year | 16% | 17.36% |
5 Year | 16.31% | 17.04% |
Rolling Lumpsum Returns
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% |
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 | 0.5% | 0.44% |
Beta | 0.93% | 0.96% |
Alpha | 0.59% | -0.36% |
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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 | 2.55 | 1.22 |
Large Cap | 69.56 | 70.79 |
Small Cap | 4.4 | 10.72 |
Mid Cap | 23.49 | 17.25 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Others | 2.55 | 1.22 |
Telecom - Services | 2.97 | 3.14 |
Petroleum Products | 4.38 | 5.4 |
IT - Software | 9.57 | 10.03 |
Retailing | 2.8 | 2.07 |
Pharmaceuticals and Biotechnology | 2.03 | - |
Construction | 4.77 | 2.34 |
Diversified FMCG | 1.25 | - |
Non - Ferrous Metals | 0.84 | 1.63 |
Banks | 22.97 | 22.94 |
Pharmaceuticals & Biotechnology | 1.49 | 5.52 |
Cement & Cement Products | 0.8 | 2.51 |
Chemicals and Petrochemicals | 6.41 | - |
Personal Products | 0.55 | 1.18 |
Transport Services | 3.46 | 0.76 |
Capital Markets | 1.62 | 0.54 |
Gas | 2.91 | - |
Electrical Equipment | 1.61 | 2.2 |
Automobiles | 3.56 | 5.47 |
Fertilizers & Agrochemicals | 0.77 | 0.4 |
Insurance | 0.59 | 4.04 |
Industrial Products | 0.74 | 3.32 |
Aerospace and Defense | 0.33 | - |
Agricultural, Commercial & Construction Vehicles | 0.51 | - |
Aerospace & Defense | 5.26 | - |
Cement and Cement Products | 5.34 | - |
Auto Components | 3.78 | 4.82 |
Beverages | 0.89 | 3.4 |
Finance | 0.26 | 5.94 |
Ferrous Metals | 3.58 | 1.17 |
Power | 1.41 | - |
Consumer Durables | - | 2.43 |
Healthcare Services | - | 1.97 |
Chemicals & Petrochemicals | - | 2.51 |
Agricultural Food & other Products | - | 1.68 |
Minerals & Mining | - | 0.35 |
Industrial Manufacturing | - | 0.42 |
Realty | - | 0.58 |
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