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) | ₹56460 Cr | ₹13760 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 | 0.42% | -2.49% |
| 6 Month | 2.08% | -0.83% |
| 1 Year | 13.36% | 9.45% |
| 3 Year | 17.78% | 15.65% |
| 5 Year | 15.88% | 14.78% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.66% | 0.76% |
| 1 Year | 11.7% | 10.54% |
| 3 Year | 13.42% | 12.45% |
| 5 Year | 14.21% | 12.93% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.84% | 15.11% |
| 3 Year | 15.52% | 15.2% |
| 5 Year | 15.57% | 14.5% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.26% | 11.94% |
| Sharp | 0.85% | 0.82% |
| Beta | 0.93% | 0.9% |
| Alpha | 0.41% | -0.08% |
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 | 6.26 | 8.09 |
| Large Cap | 67.42 | 68.83 |
| Mid Cap | 23.29 | 20.3 |
| Small Cap | 3.03 | 2.78 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.54 | 2.66 |
| Communication Services | 3.21 | 4.04 |
| Energy | 6.27 | 4.31 |
| Technology | 6.95 | 8.86 |
| Consumer Cyclical | 11.77 | 17.16 |
| Basic Materials | 14.02 | 6.01 |
| Healthcare | 2.83 | 6.58 |
| Industrials | 18.47 | 11.88 |
| Consumer Defensive | 2.2 | 6.87 |
| Financial Services | 28.55 | 28.45 |
| Utilities | 3.19 | 2.12 |
| Real Estate | - | 1.07 |
Top Comparisons
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.14%
PGIM India Arbitrage Fund - Regular Plan - Growth
3Y Returns6.57%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns15.83%
LIC MF ELSS Regular Plan-Growth
3Y Returns16.46%
Kotak Aggressive Hybrid Fund - Growth
3Y Returns15.17%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns14.33%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.03%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.02%