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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) | ₹54083 Cr | ₹22504 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 | 4.63% | 4.24% |
| 6 Month | 9.3% | 7.85% |
| 1 Year | 9.9% | 5.5% |
| 3 Year | 17.32% | 13.62% |
| 5 Year | 19.58% | 18.53% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 6 Month | 2.81% | 3.66% |
| 1 Year | 16.55% | 12.47% |
| 3 Year | 16.69% | 12.73% |
| 5 Year | 16.08% | 12.85% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Year | 12.03% | 12.25% |
| 3 Year | 15.32% | 12.79% |
| 5 Year | 15.49% | 13.12% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Standard Deviation | 12.26% | 10.98% |
| Sharp | 0.87% | 0.65% |
| Beta | 0.93% | 0.83% |
| Alpha | 1.21% | -1.38% |
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 | 5.01 | 10.43 |
| Large Cap | 67.6 | 64.07 |
| Mid Cap | 23.39 | 13.04 |
| Small Cap | 3.99 | 12.47 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 2.96 | 3.17 |
| Communication Services | 2.98 | 5.35 |
| Energy | 5.89 | 4.81 |
| Technology | 6.83 | 6.09 |
| Consumer Cyclical | 12.02 | 12.88 |
| Basic Materials | 14.66 | 13.4 |
| Healthcare | 3.09 | 1.87 |
| Industrials | 19.61 | 12.19 |
| Consumer Defensive | 2.25 | 1.03 |
| Financial Services | 26.21 | 37.44 |
| Utilities | 3.51 | 1.77 |
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