Kotak Flexicap Fund vs Quant Flexi Cap Fund compare
Kotak Flexicap Fund - Growth
Quant Flexi Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Fund | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹54083 Cr | ₹6829 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2009 | 20 Oct 2008 |
| 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 | 1.78 |
| Manager | Harsha Upadhyaya | Sanjeev Sharma |
| ISIN Code | INF174K01336 | INF966L01457 |
| 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 | Quant Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Month | 4.75% | 4.17% |
| 6 Month | 9.36% | 5.42% |
| 1 Year | 9.45% | -1.7% |
| 3 Year | 17.41% | 17.12% |
| 5 Year | 19.68% | 26.74% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.81% | 2.57% |
| 1 Year | 16.55% | 10.74% |
| 3 Year | 16.69% | 13.52% |
| 5 Year | 16.08% | 17.44% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Year | 12.03% | 9.9% |
| 3 Year | 15.32% | 16.05% |
| 5 Year | 15.49% | 17.72% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.26% | 17.196% |
| Sharp | 0.87% | 0.641% |
| Beta | 0.93% | 1.114% |
| Alpha | 1.21% | 2.062% |
Fund Managers
| Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Sanjeev Sharma |
| Total AUM | ₹139411 Cr | ₹39731 Cr |
| Funds Managed | 11 | 22 |
| Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 5.01 | 21 |
| Large Cap | 67.6 | 57.32 |
| Mid Cap | 23.39 | 13.33 |
| Small Cap | 3.99 | 8.34 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 2.96 | 10.75 |
| Communication Services | 2.98 | 1.47 |
| Energy | 5.89 | 17.95 |
| Technology | 6.83 | 3.06 |
| Consumer Cyclical | 12.02 | 12.32 |
| Basic Materials | 14.66 | 0 |
| Healthcare | 3.09 | 8.09 |
| Industrials | 19.61 | 11.59 |
| Consumer Defensive | 2.25 | 5.48 |
| Financial Services | 26.21 | 13.19 |
| Utilities | 3.51 | 14.15 |
| Real Estate | - | 1.95 |
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