Kotak Flexicap Fund vs Parag Parikh Flexi Cap Fund Regular compare
Kotak Flexicap Fund - Growth
Parag Parikh Flexi Cap Fund Regular-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Fund | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹56885 Cr | ₹125800 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2009 | 24 May 2013 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 16.04% | % |
| Expense Ratio | 1.46 | 1.33 |
| Manager | Harsha Upadhyaya | Rajeev Thakkar |
| ISIN Code | INF174K01336 | INF879O01019 |
| 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 | Parag Parikh Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Month | -0.71% | 0.57% |
| 6 Month | 2.48% | 3.73% |
| 1 Year | 4.48% | 5.53% |
| 3 Year | 15.59% | 21.18% |
| 5 Year | 16.18% | 20.22% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | 1.3% | 1.63% |
| 1 Year | 14.43% | 11.54% |
| 3 Year | 14.69% | 17.03% |
| 5 Year | 14.71% | 17.45% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Year | 11.92% | 17.41% |
| 3 Year | 15.45% | 18.66% |
| 5 Year | 15.55% | 18.48% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.47% | 8.41% |
| Sharp | 0.74% | 1.55% |
| Beta | 0.92% | 0.57% |
| Alpha | 1.29% | 8.12% |
Fund Managers
| Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Rajeev Thakkar |
| Total AUM | ₹139411 Cr | ₹0 Cr |
| Funds Managed | 11 | 5 |
| Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 4.93 | 35.27 |
| Large Cap | 68.36 | 60.86 |
| Mid Cap | 23.52 | 1.04 |
| Small Cap | 3.19 | 2.82 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 2.06 | 21.92 |
| Communication Services | 3.15 | 9.97 |
| Energy | 6.06 | 5.83 |
| Technology | 6.78 | 6.17 |
| Consumer Cyclical | 11.96 | 10.39 |
| Basic Materials | 14.52 | 0.83 |
| Healthcare | 2.96 | 4.09 |
| Industrials | 19.71 | 0.3 |
| Consumer Defensive | 2.31 | 5.6 |
| Financial Services | 27.03 | 28.13 |
| Utilities | 3.45 | 6.06 |
| Real Estate | - | 0.71 |
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