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) | ₹54083 Cr | ₹13363 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 | 2.33% | 1.38% |
| 6 Month | 8.5% | 8.82% |
| 1 Year | 8.57% | 6.4% |
| 3 Year | 17.67% | 16.29% |
| 5 Year | 19.09% | 18.39% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.81% | 2.76% |
| 1 Year | 16.55% | 15.4% |
| 3 Year | 16.69% | 15.86% |
| 5 Year | 16.08% | 14.94% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.03% | 15.6% |
| 3 Year | 15.32% | 15.13% |
| 5 Year | 15.49% | 14.43% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.26% | 11.94% |
| Sharp | 0.87% | 0.8% |
| Beta | 0.93% | 0.9% |
| Alpha | 1.21% | 0.13% |
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 | 5.01 | 6.01 |
| Large Cap | 67.6 | 68.55 |
| Mid Cap | 23.39 | 20.91 |
| Small Cap | 3.99 | 4.52 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.96 | 2.99 |
| Communication Services | 2.98 | 3.45 |
| Energy | 5.89 | 3.85 |
| Technology | 6.83 | 8.06 |
| Consumer Cyclical | 12.02 | 18.34 |
| Basic Materials | 14.66 | 6.13 |
| Healthcare | 3.09 | 6.53 |
| Industrials | 19.61 | 11.84 |
| Consumer Defensive | 2.25 | 7.15 |
| Financial Services | 26.21 | 28.04 |
| Utilities | 3.51 | 2.58 |
| Real Estate | - | 1.04 |
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