LIC MF Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
LIC MF Flexi Cap Fund-Growth
LIC MF Flexi Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Kotak Flexicap Fund - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Kotak Flexicap Fund - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹49112 Cr | ₹992 Cr | ₹992 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 | ₹500 |
Launch Date | 11 Sep 2009 | 13 Jan 1993 | 13 Jan 1993 |
Category | Flexi Cap | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 16.04% | % | 109% |
Expense Ratio | 1.48 | 2.25 | 2.25 |
Manager | Harsha Upadhyaya | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
ISIN Code | INF174K01336 | INF767K01071 | INF767K01071 |
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 | LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 6.37% | 3.28% | 3.28% |
6 Month | 6.98% | -5.06% | -5.06% |
1 Year | 10.42% | 1.72% | 1.72% |
3 Year | 20.62% | 16% | 16% |
5 Year | 24.5% | 18.86% | 18.86% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 8.36% | 0.91% | 0.91% |
1 Year | 10.25% | -8.56% | -8.56% |
3 Year | 18.8% | 11.38% | 11.38% |
5 Year | 17.6% | 12.27% | 12.27% |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 12.91% | 10.8% | 10.8% |
3 Year | 15.14% | 9.48% | 9.48% |
5 Year | 15.31% | 9.99% | 9.99% |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 12.26% | 11.99% | 11.99% |
Sharp | 0.7% | 0.4% | 0.4% |
Beta | 0.92% | 0.94% | 0.94% |
Alpha | 0.98% | -3.13% | -3.13% |
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Fund Managers
Scheme Name | Kotak Flexicap Fund - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
Name | Harsha Upadhyaya | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
Total AUM | ₹139411 Cr | ₹2153 Cr | ₹2153 Cr |
Funds Managed | 11 | 3 | 3 |
Kotak Flexicap Fund - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Kotak Flexicap Fund - Growth |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 2.41 | 3.14 | 3.14 |
Large Cap | 69.35 | 32.49 | 32.49 |
Small Cap | 4.68 | 52.13 | 52.13 |
Mid Cap | 23.57 | 12.22 | 12.22 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 2.41 | 3.14 | 3.14 |
Telecom - Services | 3.03 | - | - |
Petroleum Products | 4.46 | - | - |
IT - Software | 8.59 | 4.46 | 4.46 |
Retailing | 2.38 | 1.27 | 1.27 |
Pharmaceuticals & Biotechnology | 3.32 | 6.64 | 6.64 |
Construction | 4.89 | - | - |
Diversified FMCG | 1.2 | 2.4 | 2.4 |
Non - Ferrous Metals | 0.83 | 1.03 | 1.03 |
Banks | 23.16 | 12.61 | 12.61 |
Cement & Cement Products | 6.37 | - | - |
Chemicals & Petrochemicals | 6.69 | 1.81 | 1.81 |
Personal Products | 0.59 | 0.95 | 0.95 |
Transport Services | 3.62 | 3.2 | 3.2 |
Capital Markets | 1.59 | - | - |
Gas | 2.88 | 1.36 | 1.36 |
Electrical Equipment | 1.67 | 5.22 | 5.22 |
Automobiles | 3.24 | 3.31 | 3.31 |
Fertilizers & Agrochemicals | 0.82 | - | - |
Insurance | 0.63 | 0.61 | 0.61 |
Industrial Products | 0.73 | 4.52 | 4.52 |
Aerospace & Defense | 6.36 | - | - |
Agricultural, Commercial & Construction Vehicles | 0.62 | - | - |
Auto Components | 3.78 | 4.97 | 4.97 |
Beverages | 0.84 | 2.36 | 2.36 |
Finance | 0.26 | 7.81 | 7.81 |
Ferrous Metals | 3.53 | - | - |
Power | 1.52 | 4.23 | 4.23 |
Consumer Durables | - | 2.51 | 2.51 |
Diversified Metals | - | 0.89 | 0.89 |
Textiles & Apparels | - | 4.46 | 4.46 |
Other Utilities | - | 5.46 | 5.46 |
Media | - | 0.48 | 0.48 |
Commercial Services & Supplies | - | 2.28 | 2.28 |
IT - Services | - | 1.11 | 1.11 |
Agricultural Food & other Products | - | 2.4 | 2.4 |
Leisure Services | - | 3.73 | 3.73 |
Industrial Manufacturing | - | 1.23 | 1.23 |
Healthcare Services | - | 1.03 | 1.03 |
Household Products | - | 0.87 | 0.87 |
Realty | - | 1.63 | 1.63 |
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