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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) | ₹53626 Cr | ₹12796 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 | 2.06% | 3.58% |
| 6 Month | 15.73% | 18.64% |
| 1 Year | 2.76% | 0.95% |
| 3 Year | 16.94% | 14.62% |
| 5 Year | 19.46% | 17.29% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.34% | 5.03% |
| 1 Year | 13.43% | 14.26% |
| 3 Year | 16.19% | 16.41% |
| 5 Year | 15.69% | 13.86% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.26% | 11.22% |
| 3 Year | 15.22% | 14.21% |
| 5 Year | 15.42% | 14.46% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.26% | 13.22% |
| Sharp | 0.74% | 0.48% |
| Beta | 0.93% | 0.93% |
| Alpha | 0.96% | -1.04% |
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 | 5.79 | 14.05 |
| Large Cap | 67.92 | 55.33 |
| Small Cap | 4.31 | 12.03 |
| Mid Cap | 21.98 | 18.58 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.33 | 7.62 |
| Communication Services | 3.03 | 4.71 |
| Energy | 5.69 | - |
| Technology | 7.19 | 5.85 |
| Consumer Cyclical | 10.72 | 17.65 |
| Healthcare | 3.18 | 9.89 |
| Industrials | 19.95 | 15.26 |
| Consumer Defensive | 2.58 | 0.51 |
| Basic Materials | 14.39 | 6.11 |
| Financial Services | 25.47 | 27.76 |
| Utilities | 3.47 | 1.28 |
| Real Estate | - | 3.34 |
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