Mirae Asset Flexi Cap Fund vs Kotak Flexicap Fund compare

Mirae Asset Flexi Cap Fund vs Kotak Flexicap Fund compare

Link copied to clipboard!

Kotak Flexicap Fund - Growth

Invest Now

Mirae Asset 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	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)	₹56885 Cr	₹3304 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹99
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	-1.75%	-1.44%
6 Month	1.67%	4.37%
1 Year	5%	5.17%
3 Year	15.75%	-
5 Year	15.68%	-

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	Mirae Asset Flexi Cap Fund - Regular Plan - Growth
6 Month	1.3%	2.96%
1 Year	14.43%	17.9%
3 Year	14.69%	-
5 Year	14.71%	-

Rolling Lumpsum Returns

Scheme Name	Kotak Flexicap Fund - Growth	Mirae Asset Flexi Cap Fund - Regular Plan - Growth
1 Year	11.89%	23.13%
3 Year	15.46%	-
5 Year	15.56%	-

Risk Management

Scheme Name	Kotak Flexicap Fund - Growth	Mirae Asset Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	12.26%	-
Sharp	0.81%	-
Beta	0.92%	-
Alpha	0.98%	-

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	6.04	11.02
Large Cap	67.83	59.95
Mid Cap	23.15	14.22
Small Cap	2.98	14.81

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	Mirae Asset Flexi Cap Fund - Regular Plan - Growth
Others	2.34	1.73
Communication Services	3.18	3.49
Energy	6.05	6.55
Technology	6.88	10.71
Consumer Cyclical	11.92	11.23
Basic Materials	13.88	6.85
Healthcare	2.88	11.3
Industrials	18.75	9.91
Consumer Defensive	2.25	3.35
Financial Services	28.68	30.83
Utilities	3.2	0.81
Real Estate	-	3.23

Top Comparisons

SBI Magnum Gilt Fund - Growth - PF (Regular) Option

3Y Returns6.98%

VS

Edelweiss Government Securities Fund - Regular Plan - Growth Option

3Y Returns6.39%

Compare Now

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.99%

VS

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

3Y Returns7.45%

Compare Now

Tata Short Term Bond Fund -Regular Plan- Growth Option

3Y Returns6.92%

VS

Axis Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.56%

Compare Now

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns20.94%

VS

Quant Flexi Cap Fund-Growth

3Y Returns14.8%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully