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Kotak Flexicap Fund vs SBI Flexicap Fund compare
Kotak Flexicap Fund - Growth
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Chart Comparison
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) | ₹56885 Cr | ₹23556 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 | 1.46 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Month | -1.75% | -0.48% |
| 6 Month | 1.67% | 4.65% |
| 1 Year | 5% | 1.69% |
| 3 Year | 15.75% | 13.03% |
| 5 Year | 15.68% | 14.25% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 6 Month | 1.3% | 2.18% |
| 1 Year | 14.43% | 12.28% |
| 3 Year | 14.69% | 11.29% |
| 5 Year | 14.71% | 11.65% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Year | 11.89% | 12.07% |
| 3 Year | 15.46% | 12.87% |
| 5 Year | 15.56% | 13.27% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Standard Deviation | 12.26% | 10.98% |
| Sharp | 0.81% | 0.66% |
| Beta | 0.92% | 0.83% |
| Alpha | 0.98% | -0.96% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 6.04 | 12.67 |
| Large Cap | 67.83 | 63.46 |
| Mid Cap | 23.15 | 13.25 |
| Small Cap | 2.98 | 10.63 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 2.34 | 4.89 |
| Communication Services | 3.18 | 5.5 |
| Energy | 6.05 | 4.3 |
| Technology | 6.88 | 9.54 |
| Consumer Cyclical | 11.92 | 12.62 |
| Basic Materials | 13.88 | 12.5 |
| Healthcare | 2.88 | 1.91 |
| Industrials | 18.75 | 12.52 |
| Consumer Defensive | 2.25 | 0.93 |
| Financial Services | 28.68 | 35.3 |
| Utilities | 3.2 | - |
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