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)	₹52533 Cr	₹21747 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

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Month	3.84%	3.84%
6 Month	8.48%	0.78%
1 Year	5.5%	1.42%
3 Year	22.5%	16.65%
5 Year	21.35%	19.9%

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month	12.55%	7.49%
1 Year	20.07%	7.6%
3 Year	19.91%	13.47%
5 Year	18.25%	14.02%

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year	12.51%	12.66%
3 Year	15.11%	12.75%
5 Year	15.35%	12.97%

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation	13.37%	11.92%
Sharp	1.12%	0.83%
Beta	0.93%	0.82%
Alpha	1.80%	-1.80%

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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	8.56
Large Cap	69.3	69.82
Small Cap	4.65	10.34
Mid Cap	24.05	11.28

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	2	8.56
Telecom - Services	3.03	4.99
Petroleum Products	4.66	6.13
IT - Software	7.95	2.08
Retailing	2.58	0.12
Pharmaceuticals & Biotechnology	3.11	1.04
Construction	4.66	4.88
Diversified FMCG	1.16	-
Non - Ferrous Metals	0.72	-
Banks	23.15	26.74
Cement & Cement Products	5.93	4.55
Chemicals & Petrochemicals	7.1	0.28
Personal Products	0.59	0.31
Transport Services	3.39	2.64
Capital Markets	1.91	0.74
Gas	2.8	0.18
Electrical Equipment	1.43	0.15
Automobiles	3.36	7.66
Fertilizers & Agrochemicals	0.65	0.57
Insurance	0.77	2.09
Industrial Products	0.71	2.34
Aerospace & Defense	6.92	1.58
Agricultural, Commercial & Construction Vehicles	0.76	-
Auto Components	3.8	0.77
Beverages	0.78	1.17
Finance	0.24	8.53
Power	2.41	1.8
Ferrous Metals	3.43	3.94
Consumer Durables	-	2.48
Food Products	-	0.43
Industrial Manufacturing	-	0.17
Textiles & Apparels	-	1.02
Leisure Services	-	1.13
Healthcare Services	-	0.93