Mirae Asset Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Mirae Asset Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Flexicap Fund - Growth | Mirae Asset Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Flexicap Fund - Growth | Mirae Asset Flexi Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹54083 Cr | ₹3107 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2009 | 27 Feb 2023 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 16.04% | 3.53% |
| Expense Ratio | 1.46 | 1.96 |
| Manager | Harsha Upadhyaya | Vrijesh Kasera |
| ISIN Code | INF174K01336 | INF769K01JG8 |
| 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 | Mirae Asset Flexi Cap Fund - Regular Plan - 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 | Mirae Asset Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.98% | 3.8% |
| 6 Month | 8.6% | 10.82% |
| 1 Year | 8.8% | 8.28% |
| 3 Year | 16.52% | - |
| 5 Year | 19.53% | - |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Mirae Asset Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.05% | 0.57% |
| 1 Year | 9.88% | 9.2% |
| 3 Year | 13.8% | - |
| 5 Year | 14.35% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Mirae Asset Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.03% | 23.13% |
| 3 Year | 15.32% | - |
| 5 Year | 15.49% | - |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Mirae Asset Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.26% | - |
| Sharp | 0.87% | - |
| Beta | 0.93% | - |
| Alpha | 1.21% | - |
Fund Managers
| Scheme Name | Kotak Flexicap Fund - Growth | Mirae Asset Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Vrijesh Kasera |
| Total AUM | ₹139411 Cr | ₹12061 Cr |
| Funds Managed | 11 | 4 |
| Kotak Flexicap Fund - Growth | Mirae Asset Flexi Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
Mirae Asset Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.01 | 5.34 |
| Large Cap | 67.6 | 61 |
| Mid Cap | 23.39 | 16.51 |
| Small Cap | 3.99 | 17.15 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Mirae Asset Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.96 | 2.05 |
| Communication Services | 2.98 | 3.12 |
| Energy | 5.89 | 5.88 |
| Technology | 6.83 | 7.28 |
| Consumer Cyclical | 12.02 | 12.42 |
| Basic Materials | 14.66 | 9.86 |
| Healthcare | 3.09 | 11.65 |
| Industrials | 19.61 | 9.99 |
| Consumer Defensive | 2.25 | 4.84 |
| Financial Services | 26.21 | 29.92 |
| Utilities | 3.51 | 0.97 |
| Real Estate | - | 2.02 |
Top Comparisons
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns17.56%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns17.53%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Franklin India Flexi Cap Fund - Growth
3Y Returns17.86%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns21.12%
Sundaram Short Duration Fund Regular Growth
3Y Returns7.51%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns7.14%