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) | ₹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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
3Y Returns0%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
3Y Returns0%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns20.01%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns17.35%
Invesco India Liquid Fund - Bonus Option
3Y Returns6.41%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns6.88%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns22.8%
UTI Infrastructure Fund-Growth Option
3Y Returns22.54%