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 | ₹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 | 0.02% | -1.67% |
| 6 Month | 1.04% | 0.93% |
| 1 Year | 14.61% | 10.49% |
| 3 Year | 16.42% | 15.26% |
| 5 Year | 14.53% | 13.81% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.73% | -0.03% |
| 1 Year | 11.61% | 8.75% |
| 3 Year | 13.54% | 12.02% |
| 5 Year | 14.11% | 12.56% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.81% | 15.14% |
| 3 Year | 15.5% | 15.19% |
| 5 Year | 15.58% | 14.51% |
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 | 6.04 | 8.09 |
| Large Cap | 67.83 | 68.83 |
| Mid Cap | 23.15 | 20.3 |
| Small Cap | 2.98 | 2.78 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.34 | 2.66 |
| Communication Services | 3.18 | 4.04 |
| Energy | 6.05 | 4.31 |
| Technology | 6.88 | 8.86 |
| Consumer Cyclical | 11.92 | 17.16 |
| Basic Materials | 13.88 | 6.01 |
| Healthcare | 2.88 | 6.58 |
| Industrials | 18.75 | 11.88 |
| Consumer Defensive | 2.25 | 6.87 |
| Financial Services | 28.68 | 28.45 |
| Utilities | 3.2 | 2.12 |
| Real Estate | - | 1.07 |
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