Kotak Flexicap Fund vs Edelweiss Flexi Cap Fund compare

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Kotak Flexicap Fund - Growth

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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)	₹54083 Cr	₹2842 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

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month	1.92%	3.35%
6 Month	8.27%	9.08%
1 Year	9.2%	4.15%
3 Year	16.25%	18.2%
5 Year	19.02%	21.29%

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month	2.99%	4.71%
1 Year	16.16%	15.29%
3 Year	16.04%	17.43%
5 Year	15.58%	17.19%

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year	12.03%	12.27%
3 Year	15.32%	15.42%
5 Year	15.49%	15.05%

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.26%	13.35%
Sharp	0.87%	0.84%
Beta	0.93%	0.98%
Alpha	1.21%	1.96%

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

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Large Cap	76.56	58.36
Mid Cap	18.86	25.03
Small Cap	4.65	8.9
Others	0.12	7.72

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	2.94	3.01
Telecom - Services	2.98	-
Petroleum Products	4.54	-
IT - Software	6.84	-
Retailing	3.91	-
Cement & Cement Products	6.35	-
Pharmaceuticals & Biotechnology	3.1	-
Construction	4.38	-
Diversified FMCG	1.21	-
Non - Ferrous Metals	0.85	-
Banks	21.99	-
Chemicals & Petrochemicals	6.36	-
Personal Products	0.54	-
Transport Services	3.29	-
Capital Markets	1.5	-
Gas	2.55	-
Electrical Equipment	1.29	-
Automobiles	4.39	-
Fertilizers & Agrochemicals	0.62	-
Insurance	0.79	-
Industrial Products	0.61	-
Agricultural, Commercial & Construction Vehicles	0.73	-
Aerospace & Defense	6.05	-
Finance	1.94	-
Auto Components	3.71	-
Beverages	0.69	-
Power	2.3	-
Ferrous Metals	3.74	-
Energy	-	4.36
Industrials	-	11.49
Technology	-	10.37
Consumer Defensive	-	6.51
Consumer Cyclical	-	14.09
Healthcare	-	7.34
Financial Services	-	29.41
Basic Materials	-	6.18
Utilities	-	2.84
Real Estate	-	1.93
Communication Services	-	2.46