Kotak Flexicap Fund vs SBI Flexicap Fund compare

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)	₹56460 Cr	₹23685 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	-1.83%	-4.25%
6 Month	0.33%	-0.97%
1 Year	13.94%	3.92%
3 Year	17.06%	12.51%
5 Year	15.09%	12.63%

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month	-1.72%	-1.51%
1 Year	3.61%	3.68%
3 Year	11.62%	8.59%
5 Year	13.28%	10.39%

Rolling Lumpsum Returns

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year	11.84%	12.01%
3 Year	15.52%	12.9%
5 Year	15.57%	13.28%

Risk Management

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation	12.26%	10.98%
Sharp	0.85%	0.73%
Beta	0.93%	0.83%
Alpha	0.41%	-0.98%

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	6.26	13.15
Large Cap	67.42	62.9
Mid Cap	23.29	13.1
Small Cap	3.03	10.84

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	2.54	4.1
Communication Services	3.21	5.19
Energy	6.27	4.28
Technology	6.95	10.33
Consumer Cyclical	11.77	14.04
Basic Materials	14.02	12.13
Healthcare	2.83	1.74
Industrials	18.47	11.41
Consumer Defensive	2.2	0.89
Financial Services	28.55	35.88
Utilities	3.19	-

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