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Kotak Flexicap Fund vs Edelweiss Flexi Cap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

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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

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