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)	₹56885 Cr	₹24815 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	0.83%	1.53%
6 Month	1.33%	5.26%
1 Year	8.93%	9.9%
3 Year	16.74%	18.41%
5 Year	15.96%	16.47%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	3.08%	5.03%
1 Year	15.76%	20%
3 Year	14.95%	17.08%
5 Year	14.94%	15.82%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	11.84%	15.8%
3 Year	15.48%	16.69%
5 Year	15.58%	16.35%

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation	12.26%	12.55%
Sharp	0.81%	0.85%
Beta	0.92%	0.96%
Alpha	0.98%	1.22%

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	2.32	0.65
Large Cap	73.63	65.88
Mid Cap	19.81	19.68
Small Cap	4.19	13.23

Scheme Name	Kotak Flexicap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	2.32	0.65
Telecom - Services	3.18	2.62
Petroleum Products	4.81	4.88
IT - Software	6.87	10.2
Retailing	3.64	4.01
Cement & Cement Products	5.83	1.95
Pharmaceuticals & Biotechnology	2.88	3.36
Construction	4.33	1.77
Diversified FMCG	1.13	-
Non - Ferrous Metals	1.07	2
Banks	22.94	22.06
Chemicals & Petrochemicals	6.08	3.2
Capital Markets	2.67	1.06
Personal Products	0.5	1.89
Transport Services	2.88	-
Gas	2.32	-
Electrical Equipment	1.13	1.08
Automobiles	4.41	6.71
Fertilizers & Agrochemicals	0.63	0.87
Insurance	0.81	4.4
Industrial Products	0.73	3.63
Agricultural, Commercial & Construction Vehicles	0.61	-
Aerospace & Defense	5.79	-
Finance	2.27	4.37
Auto Components	3.88	5.45
Beverages	0.62	2.88
Power	2.13	-
Ferrous Metals	3.49	1.46
Consumer Durables	-	2.55
Healthcare Services	-	2.88
Agricultural Food & other Products	-	1.6
Industrial Manufacturing	-	0.36
Realty	-	0.6
Transport Infrastructure	-	0.95