Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Flexicap Fund vs Tata Flexi Cap Fund compare

Link copied to clipboard!

tortoise-icon Kotak Flexicap Fund - Growth

Invest Now

tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

WhiteOak Capital Multi Asset Allocation Fund-Reg (G) WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

Edelweiss Multi Asset Allocation Fund - Reg (G) Edelweiss Multi Asset Allocation Fund - Reg (G)

3Y Returns0%

Compare Now

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns11.95%

VS

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

3Y Returns10.97%

Compare Now

ICICI Prudential Flexicap Fund - Growth ICICI Prudential Flexicap Fund - Growth

3Y Returns21.55%

VS

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns19.35%

Compare Now

Nippon India Gilt Securities Fund -Growth Plan - Growth Option Nippon India Gilt Securities Fund -Growth Plan - Growth Option

3Y Returns8.34%

VS

Edelweiss Government Securities Fund - Regular Plan - Growth Option Edelweiss Government Securities Fund - Regular Plan - Growth Option

3Y Returns8.32%

Compare Now
Add to Cart Successfully