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Kotak Flexicap Fund vs Axis Flexi Cap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon 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) ₹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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