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Kotak Flexicap Fund vs SBI Flexicap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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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 2.41 13.21
Large Cap 69.35 62.63
Small Cap 4.68 12.05
Mid Cap 23.57 12.11

Sector Allocation

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

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