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Kotak Flexicap Fund vs Axis Flexi Cap Fund compare
Kotak Flexicap Fund - Growth
Axis Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹56885 Cr | ₹13276 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 11 Sep 2009 | 24 Nov 2017 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 16.04% | 30% |
| Expense Ratio | 1.46 | 1.73 |
| Manager | Harsha Upadhyaya | Shreyash Devalkar |
| ISIN Code | INF174K01336 | INF846K01B51 |
| 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 | Axis Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.75% | -2.91% |
| 6 Month | 1.67% | 0.04% |
| 1 Year | 5% | -1.61% |
| 3 Year | 15.75% | 13.66% |
| 5 Year | 15.68% | 12.11% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.3% | -0.68% |
| 1 Year | 14.43% | 9.23% |
| 3 Year | 14.69% | 12.86% |
| 5 Year | 14.71% | 11.73% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.89% | 9.93% |
| 3 Year | 15.46% | 14.16% |
| 5 Year | 15.56% | 14.73% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.26% | 13.17% |
| Sharp | 0.81% | 0.56% |
| Beta | 0.92% | 0.96% |
| Alpha | 0.98% | -0.88% |
Fund Managers
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Shreyash Devalkar |
| Total AUM | ₹139411 Cr | ₹166770 Cr |
| Funds Managed | 11 | 14 |
| Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.04 | 14.45 |
| Large Cap | 67.83 | 54.11 |
| Mid Cap | 23.15 | 19.11 |
| Small Cap | 2.98 | 12.33 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.34 | 7.14 |
| Communication Services | 3.18 | 5.05 |
| Energy | 6.05 | - |
| Technology | 6.88 | 6.57 |
| Consumer Cyclical | 11.92 | 17.25 |
| Basic Materials | 13.88 | 5.74 |
| Healthcare | 2.88 | 8.44 |
| Industrials | 18.75 | 14.8 |
| Consumer Defensive | 2.25 | 0.2 |
| Financial Services | 28.68 | 30.17 |
| Utilities | 3.2 | 1.31 |
| Real Estate | - | 3.33 |
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