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) | ₹53293 Cr | ₹113281 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 | 2.04% | 1.82% |
6 Month | 16.15% | 11.75% |
1 Year | 1.13% | 8.19% |
3 Year | 15.49% | 20.21% |
5 Year | 19.36% | 23.11% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
6 Month | 3.34% | 3.8% |
1 Year | 13.43% | 12.17% |
3 Year | 16.19% | 19.77% |
5 Year | 15.69% | 19.03% |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
1 Year | 12.26% | 17.67% |
3 Year | 15.22% | 18.2% |
5 Year | 15.42% | 18.13% |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
Standard Deviation | 12.26% | 8.90% |
Sharp | 0.74% | 1.40% |
Beta | 0.93% | 0.59% |
Alpha | 0.96% | 7.74% |
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 | 2.62 | 33.71 |
Large Cap | 68.99 | 61.79 |
Small Cap | 4.67 | 3.32 |
Mid Cap | 23.72 | 1.18 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
Others | 2.22 | 21.16 |
Communication Services | 3.09 | 9.91 |
Energy | 6.01 | 6.18 |
Technology | 7.27 | 6.85 |
Consumer Cyclical | 10.29 | 10.55 |
Healthcare | 3.18 | 4.32 |
Industrials | 21.34 | 0.19 |
Consumer Defensive | 2.58 | 5.29 |
Basic Materials | 14.86 | 0.61 |
Financial Services | 25.57 | 28.42 |
Utilities | 3.59 | 5.99 |
Real Estate | - | 0.54 |
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