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 | 0.83% | -0.59% |
| 6 Month | 1.33% | -0.67% |
| 1 Year | 8.93% | 0.52% |
| 3 Year | 16.74% | 14.61% |
| 5 Year | 15.96% | 11.98% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.08% | 0.09% |
| 1 Year | 15.76% | 8.68% |
| 3 Year | 14.95% | 12.4% |
| 5 Year | 14.94% | 11.54% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.84% | 9.8% |
| 3 Year | 15.48% | 14.17% |
| 5 Year | 15.58% | 14.7% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.26% | 13.16% |
| Sharp | 0.81% | 0.63% |
| Beta | 0.92% | 0.96% |
| Alpha | 0.98% | -1.28% |
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 | 2.32 | 7.13 |
| Large Cap | 73.63 | 63.83 |
| Mid Cap | 19.81 | 13.64 |
| Small Cap | 4.19 | 15.41 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.32 | 7.13 |
| Telecom - Services | 3.18 | 5.05 |
| Petroleum Products | 4.81 | - |
| IT - Software | 6.87 | 4.64 |
| Retailing | 3.64 | 6.58 |
| Cement & Cement Products | 5.83 | 2.79 |
| Pharmaceuticals & Biotechnology | 2.88 | 3.89 |
| Construction | 4.33 | - |
| Diversified FMCG | 1.13 | - |
| Non - Ferrous Metals | 1.07 | - |
| Banks | 22.94 | 18.29 |
| Chemicals & Petrochemicals | 6.08 | 2.96 |
| Capital Markets | 2.67 | - |
| Personal Products | 0.5 | - |
| Transport Services | 2.88 | 3.04 |
| Gas | 2.32 | - |
| Electrical Equipment | 1.13 | 4.31 |
| Automobiles | 4.41 | 5.2 |
| Fertilizers & Agrochemicals | 0.63 | - |
| Insurance | 0.81 | - |
| Industrial Products | 0.73 | 1.73 |
| Agricultural, Commercial & Construction Vehicles | 0.61 | - |
| Aerospace & Defense | 5.79 | 5.31 |
| Finance | 2.27 | 9.91 |
| Auto Components | 3.88 | 2.39 |
| Beverages | 0.62 | - |
| Power | 2.13 | 1.31 |
| Ferrous Metals | 3.49 | - |
| Leisure Services | - | 1.88 |
| Healthcare Services | - | 4.55 |
| Financial Technology (Fintech) | - | 2.02 |
| Consumer Durables | - | 1.55 |
| Household Products | - | 0.41 |
| Food Products | - | 0.2 |
| Realty | - | 3.33 |
| Textiles & Apparels | - | 0.14 |
| Industrial Manufacturing | - | 1.4 |
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