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	3.48%	0.96%
6 Month	0.84%	-4.61%
1 Year	5.45%	1.92%
3 Year	21.59%	15.71%
5 Year	21.91%	20.41%

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month	10.21%	4.39%
1 Year	12.3%	0.83%
3 Year	18.29%	12.03%
5 Year	17.27%	13.28%

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	12.26%	10.98%
Sharp	0.9%	0.64%
Beta	0.93%	0.83%
Alpha	0.93%	-2.38%

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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	1.95	10.83
Large Cap	70.01	66.64
Small Cap	4.39	10.69
Mid Cap	23.65	11.84

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	1.95	10.83
Telecom - Services	3.16	5.1
Petroleum Products	4.74	6.09
IT - Software	8.1	2
Retailing	2.6	0.11
Pharmaceuticals & Biotechnology	3.32	1.14
Construction	4.43	1.82
Diversified FMCG	1.2	-
Non - Ferrous Metals	0.74	-
Banks	23.72	28.21
Cement & Cement Products	6.23	4.46
Chemicals & Petrochemicals	6.91	0.31
Personal Products	0.62	1.22
Transport Services	3.42	3.16
Capital Markets	1.7	0.7
Gas	2.88	0.18
Electrical Equipment	1.46	0.14
Automobiles	3.29	9.75
Fertilizers & Agrochemicals	0.74	0.89
Insurance	0.69	1.8
Industrial Products	0.67	2.22
Aerospace & Defense	6.1	0.41
Agricultural, Commercial & Construction Vehicles	0.59	-
Auto Components	3.79	0.69
Beverages	0.88	1.29
Finance	0.23	8.13
Power	2.49	1.92
Ferrous Metals	3.35	1.42
Consumer Durables	-	2.29
Food Products	-	0.43
Industrial Manufacturing	-	0.15
Textiles & Apparels	-	1.01
Leisure Services	-	1.24
Healthcare Services	-	0.89