Kotak Flexicap Fund vs Edelweiss Flexi Cap Fund compare

Kotak Flexicap Fund vs Edelweiss Flexi Cap Fund compare

Link copied to clipboard!

Kotak Flexicap Fund - Growth

Invest Now

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Invest Now

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)	₹56885 Cr	₹3073 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	-1.29%	-0.41%
6 Month	2.97%	5.95%
1 Year	6.55%	2.33%
3 Year	15.82%	18.37%
5 Year	15.84%	18.42%

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month	0.22%	1.83%
1 Year	10.54%	12.67%
3 Year	14.18%	15.95%
5 Year	14.67%	16.48%

Rolling Lumpsum Returns

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year	11.89%	11.73%
3 Year	15.46%	15.58%
5 Year	15.56%	15.23%

Risk Management

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.26%	13.34%
Sharp	0.81%	0.82%
Beta	0.92%	0.99%
Alpha	0.98%	2.43%

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	6.04	8.28
Large Cap	67.83	56.87
Mid Cap	23.15	26.59
Small Cap	2.98	8.25

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	2.34	1.91
Communication Services	3.18	2.55
Energy	6.05	4.93
Technology	6.88	11.8
Consumer Cyclical	11.92	12.62
Basic Materials	13.88	6.49
Healthcare	2.88	6.9
Industrials	18.75	10.94
Consumer Defensive	2.25	5.89
Financial Services	28.68	31.92
Utilities	3.2	2.33
Real Estate	-	1.72

Top Comparisons

Tata Money Market Fund-Regular Plan - Growth Option

3Y Returns7.49%

VS

Axis Money Market Fund - Regular Plan - Growth Option

3Y Returns7.51%

Compare Now

Axis ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns13.44%

VS

Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns16.43%

Compare Now

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

3Y Returns16.16%

VS

Mirae Asset Multicap Fund - Regular (G)

3Y Returns0%

Compare Now

HDFC Liquid Fund - Growth Plan

3Y Returns6.93%

VS

Mirae Asset Liquid Fund - Growth

3Y Returns6.95%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully