Mahindra Manulife Flexi Cap Fund vs Kotak Flexicap Fund compare

Mahindra Manulife Flexi Cap Fund vs Kotak Flexicap Fund compare

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Kotak Flexicap Fund - Growth

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Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth

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Chart Comparison

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

Overview

Scheme Name	Kotak Flexicap Fund - Growth	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
Fund	Kotak Flexicap Fund - Growth	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹54083 Cr	₹1524 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	11 Sep 2009	23 Aug 2021
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	16.04%	77%
Expense Ratio	1.46	2.08
Manager	Harsha Upadhyaya	Manish Lodha
ISIN Code	INF174K01336	INF174V01AP8
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	Mahindra Manulife Flexi Cap Fund - Regular Plan - 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	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
1 Month	0.47%	0.8%
6 Month	7.16%	5.46%
1 Year	6.37%	3.33%
3 Year	15.71%	16.25%
5 Year	18.22%	-

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
6 Month	2.99%	2.77%
1 Year	16.16%	12.45%
3 Year	16.04%	14.09%
5 Year	15.58%	-

Rolling Lumpsum Returns

Scheme Name	Kotak Flexicap Fund - Growth	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
1 Year	12.03%	16.56%
3 Year	15.32%	16.02%
5 Year	15.49%	-

Risk Management

Scheme Name	Kotak Flexicap Fund - Growth	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
Standard Deviation	12.26%	12.22%
Sharp	0.87%	0.80%
Beta	0.93%	0.91%
Alpha	1.21%	1.14%

Fund Managers

Scheme Name	Kotak Flexicap Fund - Growth	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
Name	Harsha Upadhyaya	Manish Lodha
Total AUM	₹139411 Cr	₹10881 Cr
Funds Managed	11	9
	Kotak Flexicap Fund - Growth	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth

Market Cap

Scheme Name	Kotak Flexicap Fund - Growth	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
Others	5.01	7.52
Large Cap	67.6	70.84
Mid Cap	23.39	11.44
Small Cap	3.99	10.21

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
Others	2.96	2.39
Communication Services	2.98	3.8
Energy	5.89	5.03
Technology	6.83	10.68
Consumer Cyclical	12.02	14.21
Basic Materials	14.66	7.43
Healthcare	3.09	4.7
Industrials	19.61	10.52
Consumer Defensive	2.25	5.82
Financial Services	26.21	32.95
Utilities	3.51	1.76
Real Estate	-	0.71

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