Kotak Flexicap Fund vs Tata Flexi Cap Fund compare
Kotak Flexicap Fund - Growth
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Fund | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49112 Cr | ₹2886 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 11 Sep 2009 | 06 Sep 2018 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 16.04% | 69.17% |
Expense Ratio | 1.48 | 1.94 |
Manager | Harsha Upadhyaya | Amey Sathe |
ISIN Code | INF174K01336 | INF277K019K2 |
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 | Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Month | 4.41% | 2.35% |
6 Month | 7.14% | 6.42% |
1 Year | 8.85% | 12.58% |
3 Year | 19.59% | 18.02% |
5 Year | 23.82% | 21.32% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
6 Month | 8.36% | 7.53% |
1 Year | 10.25% | 10.56% |
3 Year | 18.8% | 18.25% |
5 Year | 17.6% | 16.28% |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Year | 12.91% | 14.24% |
3 Year | 15.14% | 15.51% |
5 Year | 15.31% | 15.14% |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Standard Deviation | 12.26% | 11.4% |
Sharp | 0.7% | 0.68% |
Beta | 0.92% | 0.8% |
Alpha | 0.98% | 0.81% |
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Fund Managers
Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Name | Harsha Upadhyaya | Amey Sathe |
Total AUM | ₹139411 Cr | ₹11910 Cr |
Funds Managed | 11 | 4 |
Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
Market Cap
Scheme Name |
Kotak Flexicap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 2.41 | 4.43 |
Large Cap | 69.35 | 59.44 |
Small Cap | 4.68 | 22.61 |
Mid Cap | 23.57 | 13.52 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 2.41 | 2.95 |
Telecom - Services | 3.03 | 1.29 |
Petroleum Products | 4.46 | 4.19 |
IT - Software | 8.59 | 4.1 |
Retailing | 2.38 | 4.7 |
Pharmaceuticals & Biotechnology | 3.32 | 5.04 |
Construction | 4.89 | 4.2 |
Diversified FMCG | 1.2 | 2.49 |
Non - Ferrous Metals | 0.83 | 0.69 |
Banks | 23.16 | 23.32 |
Cement & Cement Products | 6.37 | 6.95 |
Chemicals & Petrochemicals | 6.69 | - |
Personal Products | 0.59 | 3.14 |
Transport Services | 3.62 | 0.36 |
Capital Markets | 1.59 | 1.79 |
Gas | 2.88 | - |
Electrical Equipment | 1.67 | - |
Automobiles | 3.24 | 3.11 |
Fertilizers & Agrochemicals | 0.82 | - |
Insurance | 0.63 | 2.55 |
Industrial Products | 0.73 | - |
Aerospace & Defense | 6.36 | - |
Agricultural, Commercial & Construction Vehicles | 0.62 | 1.53 |
Auto Components | 3.78 | 2.22 |
Beverages | 0.84 | - |
Finance | 0.26 | 10.08 |
Ferrous Metals | 3.53 | 2.46 |
Power | 1.52 | - |
Consumer Durables | - | 3.64 |
Realty | - | 2.13 |
Industrial Manufacturing | - | 0.71 |
Food Products | - | 1.85 |
Leisure Services | - | 1.3 |
Healthcare Services | - | 2.01 |
Transport Infrastructure | - | 1.2 |
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