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

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon 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

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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