Kotak Flexicap Fund vs Edelweiss Flexi Cap Fund compare
Kotak Flexicap Fund - Growth
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Flexicap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Flexicap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹54841 Cr | ₹2802 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 11 Sep 2009 | 03 Feb 2015 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 16.04% | 49% |
Expense Ratio | 1.46 | 1.96 |
Manager | Harsha Upadhyaya | Trideep Bhattacharya |
ISIN Code | INF174K01336 | INF843K01KN5 |
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 | Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -2.37% | -2.87% |
6 Month | 11.61% | 6.58% |
1 Year | 1.37% | -1.63% |
3 Year | 18.08% | 18.78% |
5 Year | 19.89% | 22.22% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.52% | 4.64% |
1 Year | 12.21% | 3.38% |
3 Year | 17.78% | 17.81% |
5 Year | 17.04% | 18.02% |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.51% | 13.42% |
3 Year | 15.11% | 15.07% |
5 Year | 15.35% | 14.75% |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.26% | 14.09% |
Sharp | 1.19% | 1.13% |
Beta | 0.93% | 0.98% |
Alpha | 1.4% | 2.02% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Flexicap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Trideep Bhattacharya |
Total AUM | ₹139411 Cr | ₹0 Cr |
Funds Managed | 11 | 9 |
Kotak Flexicap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Flexicap Fund - Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.34 | 9.25 |
Large Cap | 68.68 | 60.56 |
Small Cap | 4.62 | 7.8 |
Mid Cap | 24.36 | 22.4 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.9 | 2.83 |
Communication Services | 3.15 | 3.53 |
Energy | 6.12 | 5.48 |
Technology | 7.86 | 12.01 |
Consumer Cyclical | 9.68 | 11.47 |
Healthcare | 3.12 | 7.8 |
Industrials | 21.74 | 11.63 |
Consumer Defensive | 2.36 | 5.92 |
Basic Materials | 14.69 | 5.54 |
Financial Services | 25.73 | 28.77 |
Utilities | 3.64 | 2.84 |
Real Estate | - | 2.19 |
Top Comparisons
Franklin Templeton European Opportunities Fund - Growth
3Y Returns8.04%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns18.53%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns20.65%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns25.48%
PGIM India Aggressive Hybrid Equity Fund - Growth Option
3Y Returns13.75%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns18.22%
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns16.94%
Aditya Birla Sun Life Consumption Fund-Growth Option
3Y Returns15.79%