Kotak Flexicap Fund vs Axis Flexi Cap Fund compare

Kotak Flexicap Fund vs Axis Flexi Cap Fund compare

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Kotak Flexicap Fund - Growth

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Axis Flexi Cap Fund - Regular Plan - Growth

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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	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)	₹53293 Cr	₹13084 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	-0.43%	0.04%
6 Month	15.35%	16.3%
1 Year	2.51%	3.38%
3 Year	16.85%	14.27%
5 Year	19.03%	16.69%

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	2.45%	3.6%
1 Year	9.45%	8.87%
3 Year	16.28%	16.1%
5 Year	16.09%	14.02%

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%	13.15%
Sharp	0.92%	0.63%
Beta	0.93%	0.92%
Alpha	1.21%	-1.02%

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	2.62	11.57
Large Cap	68.99	57.51
Small Cap	4.67	12.16
Mid Cap	23.72	18.76

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	2.22	5.23
Communication Services	3.09	4.67
Energy	6.01	-
Technology	7.27	5.8
Consumer Cyclical	10.29	16.61
Healthcare	3.18	10.41
Industrials	21.34	15.2
Consumer Defensive	2.58	1.35
Basic Materials	14.86	6.13
Financial Services	25.57	29.21
Utilities	3.59	1.44
Real Estate	-	3.96

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