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) | ₹56040 Cr | ₹13799 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 | 0.33% | 0.32% |
| 6 Month | 5.18% | 6.41% |
| 1 Year | 9.27% | 7.93% |
| 3 Year | 16.49% | 15.14% |
| 5 Year | 17.27% | 16.7% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.09% | 2.84% |
| 1 Year | 17.02% | 16.3% |
| 3 Year | 16.02% | 15.26% |
| 5 Year | 15.65% | 14.53% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.96% | 15.27% |
| 3 Year | 15.43% | 15.19% |
| 5 Year | 15.54% | 14.47% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.26% | 11.94% |
| Sharp | 0.84% | 0.79% |
| Beta | 0.92% | 0.9% |
| Alpha | 0.64% | -0.1% |
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 | 4.93 | 6.43 |
| Large Cap | 68.36 | 68.85 |
| Mid Cap | 23.52 | 20.2 |
| Small Cap | 3.19 | 4.52 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.06 | 2.88 |
| Communication Services | 3.15 | 3.88 |
| Energy | 6.06 | 4.06 |
| Technology | 6.78 | 8.24 |
| Consumer Cyclical | 11.96 | 17.42 |
| Basic Materials | 14.52 | 5.78 |
| Healthcare | 2.96 | 6.79 |
| Industrials | 19.71 | 12.18 |
| Consumer Defensive | 2.31 | 7.12 |
| Financial Services | 27.03 | 28.28 |
| Utilities | 3.45 | 2.24 |
| Real Estate | - | 1.13 |
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