Kotak Flexicap Fund vs Canara Robeco Flexicap Fund compare
Kotak Flexicap Fund - Growth
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹56885 Cr | ₹13928 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2009 | 16 Sep 2003 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 16.04% | 30% |
| Expense Ratio | 1.46 | 1.69 |
| Manager | Harsha Upadhyaya | Shridatta Bhandwaldar |
| ISIN Code | INF174K01336 | INF760K01019 |
| 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 | Canara Robeco Flexi Cap Fund - Regular Plan - 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 | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.56% | -1.68% |
| 6 Month | -0.73% | 0.27% |
| 1 Year | 8.79% | 6.29% |
| 3 Year | 16.22% | 15.43% |
| 5 Year | 15.62% | 14.94% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.85% | 1.51% |
| 1 Year | 12.67% | 12.53% |
| 3 Year | 14.37% | 13.72% |
| 5 Year | 14.75% | 13.69% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.89% | 15.21% |
| 3 Year | 15.46% | 15.18% |
| 5 Year | 15.56% | 14.49% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.26% | 11.94% |
| Sharp | 0.81% | 0.75% |
| Beta | 0.92% | 0.9% |
| Alpha | 0.98% | 0.07% |
Fund Managers
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Shridatta Bhandwaldar |
| Total AUM | ₹139411 Cr | ₹69491 Cr |
| Funds Managed | 11 | 12 |
| Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.04 | 6.87 |
| Large Cap | 67.83 | 69.25 |
| Mid Cap | 23.15 | 19.92 |
| Small Cap | 2.98 | 3.96 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.34 | 2.63 |
| Communication Services | 3.18 | 3.99 |
| Energy | 6.05 | 4.25 |
| Technology | 6.88 | 8.6 |
| Consumer Cyclical | 11.92 | 17.3 |
| Basic Materials | 13.88 | 5.75 |
| Healthcare | 2.88 | 6.84 |
| Industrials | 18.75 | 11.97 |
| Consumer Defensive | 2.25 | 7.01 |
| Financial Services | 28.68 | 28.52 |
| Utilities | 3.2 | 2.11 |
| Real Estate | - | 1.04 |
Top Comparisons
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns22.45%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns17.55%
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns12.29%
HDFC Balanced Advantage Fund Regular Growth
3Y Returns17.74%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns23.28%
HSBC Business Cycles Fund - Regular Growth
3Y Returns19.93%
Franklin India Conservative Hybrid Fund - Growth
3Y Returns9.24%
Franklin India Conservative Hybrid Fund - Growth
3Y Returns9.24%