Kotak Flexicap Fund vs SBI Flexicap Fund compare

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Kotak Flexicap Fund - Growth

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SBI Flexicap Fund - REGULAR PLAN -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Fund	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹49112 Cr	₹21593 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	11 Sep 2009	29 Sep 2005
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500 TRI
Turn Over	16.04%	55%
Expense Ratio	1.48	1.67
Manager	Harsha Upadhyaya	Pradeep Kesavan
ISIN Code	INF174K01336	INF200K01222
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	SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Month	7.49%	5.22%
6 Month	-1.24%	-4.48%
1 Year	9.17%	5.62%
3 Year	17.69%	13.09%
5 Year	22.36%	21.41%

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month	2.93%	-0.02%
1 Year	-0.38%	-5.28%
3 Year	15.09%	10.76%
5 Year	15.51%	12.77%

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year	12.91%	13.06%
3 Year	15.14%	12.84%
5 Year	15.31%	12.81%

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation	12.26%	10.98%
Sharp	0.7%	0.49%
Beta	0.92%	0.83%
Alpha	0.98%	-1.85%

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Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Name	Harsha Upadhyaya	Pradeep Kesavan
Total AUM	₹139411 Cr	₹434274 Cr
Funds Managed	11	43
	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	2.41	13.21
Large Cap	69.35	62.63
Small Cap	4.68	12.05
Mid Cap	23.57	12.11

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	2.41	13.21
Telecom - Services	3.03	4.73
Petroleum Products	4.46	4.74
IT - Software	8.59	5.22
Retailing	2.38	0.12
Pharmaceuticals & Biotechnology	3.32	1.3
Construction	4.89	1.94
Diversified FMCG	1.2	-
Non - Ferrous Metals	0.83	-
Banks	23.16	24.26
Cement & Cement Products	6.37	3.96
Chemicals & Petrochemicals	6.69	0.33
Personal Products	0.59	1.16
Transport Services	3.62	3.38
Capital Markets	1.59	0.67
Gas	2.88	0.18
Electrical Equipment	1.67	0.17
Automobiles	3.24	9.39
Fertilizers & Agrochemicals	0.82	0.68
Insurance	0.63	1.77
Industrial Products	0.73	2.54
Aerospace & Defense	6.36	-
Agricultural, Commercial & Construction Vehicles	0.62	-
Auto Components	3.78	0.74
Beverages	0.84	1.23
Finance	0.26	8.84
Ferrous Metals	3.53	1.51
Power	1.52	1.99
Consumer Durables	-	2.28
Food Products	-	0.4
Industrial Manufacturing	-	0.15
Textiles & Apparels	-	1.03
Leisure Services	-	1.18
Healthcare Services	-	0.9