Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Flexicap Fund vs Axis Flexi Cap Fund compare

Link copied to clipboard!

tortoise-icon Kotak Flexicap Fund - Growth

Invest Now

tortoise-icon Axis Flexi Cap Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹49112 Cr ₹12125 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 1.48 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 7.49% 5.74%
6 Month -1.24% -3.74%
1 Year 9.17% 8.52%
3 Year 17.69% 13.94%
5 Year 22.36% 18.28%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
6 Month 2.93% 0.32%
1 Year -0.38% -4.07%
3 Year 15.09% 12.88%
5 Year 15.51% 12.32%

Rolling Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
1 Year 12.91% 13.49%
3 Year 15.14% 14.2%
5 Year 15.31% 14.04%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation 12.26% 14.57%
Sharp 0.7% 0.141%
Beta 0.92% 0.948%
Alpha 0.98% -4.284%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 2.41 6.55
Large Cap 69.35 64.6
Small Cap 4.68 11.55
Mid Cap 23.57 17.3

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

Axis Flexi Cap Fund - Regular Plan - Growth

Others 2.41 6.27
Telecom - Services 3.03 -
Petroleum Products 4.46 -
IT - Software 8.59 -
Retailing 2.38 -
Pharmaceuticals & Biotechnology 3.32 -
Construction 4.89 -
Diversified FMCG 1.2 -
Non - Ferrous Metals 0.83 -
Banks 23.16 -
Cement & Cement Products 6.37 -
Chemicals & Petrochemicals 6.69 -
Personal Products 0.59 -
Transport Services 3.62 -
Capital Markets 1.59 -
Gas 2.88 -
Electrical Equipment 1.67 -
Automobiles 3.24 -
Fertilizers & Agrochemicals 0.82 -
Insurance 0.63 -
Industrial Products 0.73 -
Aerospace & Defense 6.36 -
Agricultural, Commercial & Construction Vehicles 0.62 -
Auto Components 3.78 -
Beverages 0.84 -
Finance 0.26 -
Ferrous Metals 3.53 -
Power 1.52 -
Technology - 8.43
Consumer Cyclical - 17.8
Healthcare - 8.68
Financial Services - 26.2
Industrials - 13.04
Basic Materials - 5.19
Consumer Defensive - 3.07
Utilities - 3.16
Communication Services - 4.18
Real Estate - 3.99

Top Comparisons

Kotak Pioneer Fund- Regular Plan- Growth Option Kotak Pioneer Fund- Regular Plan- Growth Option

3Y Returns20.01%

VS

UTI-Transpotation and Logistics  Fund-Growth Option UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns24.04%

Compare Now

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns13.09%

VS

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns18.5%

Compare Now

HDFC Small Cap Fund Regular Growth HDFC Small Cap Fund Regular Growth

3Y Returns21.45%

VS

HSBC Small Cap Fund Regular Growth HSBC Small Cap Fund Regular Growth

3Y Returns19.82%

Compare Now

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.31%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.31%

Compare Now
Add to Cart Successfully