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) | ₹54841 Cr | ₹110392 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 | -2.37% | -1.42% |
6 Month | 11.61% | 6.1% |
1 Year | 1.37% | 8.36% |
3 Year | 18.08% | 21.56% |
5 Year | 19.89% | 23.78% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
6 Month | 6.52% | 4.22% |
1 Year | 12.21% | 9.96% |
3 Year | 17.78% | 20.85% |
5 Year | 17.04% | 19.92% |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
1 Year | 12.51% | 18% |
3 Year | 15.11% | 17.87% |
5 Year | 15.35% | 17.94% |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
Standard Deviation | 12.26% | 9.07% |
Sharp | 1.19% | 1.78% |
Beta | 0.93% | 0.58% |
Alpha | 1.4% | 7.96% |
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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 | 2.34 | 31.26 |
Large Cap | 68.68 | 63.7 |
Small Cap | 4.62 | 3.76 |
Mid Cap | 24.36 | 1.28 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
Others | 1.9 | 19.47 |
Communication Services | 3.15 | 9.78 |
Energy | 6.12 | 6.66 |
Technology | 7.86 | 7.27 |
Consumer Cyclical | 9.68 | 10.44 |
Healthcare | 3.12 | 4.4 |
Industrials | 21.74 | 0.21 |
Consumer Defensive | 2.36 | 5.3 |
Basic Materials | 14.69 | 0.57 |
Financial Services | 25.73 | 29.26 |
Utilities | 3.64 | 6.16 |
Real Estate | - | 0.47 |
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