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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) | ₹54083 Cr | ₹8631 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 | 2.98% | 2.52% |
| 6 Month | 8.6% | 8.62% |
| 1 Year | 8.8% | 5.46% |
| 3 Year | 16.52% | 14.18% |
| 5 Year | 19.53% | 16.65% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.22% | 0.04% |
| 1 Year | 10.39% | 7.65% |
| 3 Year | 14.14% | 13.4% |
| 5 Year | 14.49% | 12.03% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.03% | 10.74% |
| 3 Year | 15.32% | 14.15% |
| 5 Year | 15.49% | 14.69% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.48% | 13.15% |
| Sharp | 0.77% | 0.58% |
| Beta | 0.92% | 0.95% |
| Alpha | 0.96% | -1.29% |
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 | 5.01 | 14.52 |
| Large Cap | 67.6 | 53.81 |
| Mid Cap | 23.39 | 19.39 |
| Small Cap | 3.99 | 12.28 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.96 | 7.37 |
| Communication Services | 2.98 | 4.64 |
| Energy | 5.89 | - |
| Technology | 6.83 | 7.17 |
| Consumer Cyclical | 12.02 | 17.63 |
| Basic Materials | 14.66 | 5.87 |
| Healthcare | 3.09 | 9.57 |
| Industrials | 19.61 | 14.52 |
| Consumer Defensive | 2.25 | 0.46 |
| Financial Services | 26.21 | 28.33 |
| Utilities | 3.51 | 1.25 |
| Real Estate | - | 3.2 |
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