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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) | ₹56460 Cr | ₹133309 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 | -0.01% | -2.04% |
| 6 Month | 2.77% | 0.87% |
| 1 Year | 15.77% | 8.55% |
| 3 Year | 17.77% | 20.68% |
| 5 Year | 15.58% | 18.7% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | -1.72% | -1.08% |
| 1 Year | 3.61% | 3.98% |
| 3 Year | 11.62% | 14.12% |
| 5 Year | 13.28% | 16.06% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Year | 11.84% | 17.28% |
| 3 Year | 15.52% | 18.79% |
| 5 Year | 15.57% | 18.62% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.26% | 11.09% |
| Sharp | 0.85% | 1.83% |
| Beta | 0.93% | 0.55% |
| Alpha | 0.41% | 8.87% |
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 | 6.26 | 34.39 |
| Large Cap | 67.42 | 62.4 |
| Mid Cap | 23.29 | 0.98 |
| Small Cap | 3.03 | 2.24 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 2.54 | 20.19 |
| Communication Services | 3.21 | 10.01 |
| Energy | 6.27 | 5.67 |
| Technology | 6.95 | 8.11 |
| Consumer Cyclical | 11.77 | 10.25 |
| Basic Materials | 14.02 | 0.8 |
| Healthcare | 2.83 | 4.17 |
| Industrials | 18.47 | 0.43 |
| Consumer Defensive | 2.2 | 5.33 |
| Financial Services | 28.55 | 27.63 |
| Utilities | 3.19 | 6.07 |
| Real Estate | - | 1.34 |
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