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) | ₹53626 Cr | ₹2995 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 | 2.25% | 3.13% |
6 Month | 17.44% | 18.12% |
1 Year | 1.74% | 2% |
3 Year | 16.69% | - |
5 Year | 19.07% | - |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Mirae Asset Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.34% | 4.96% |
1 Year | 13.43% | 14.51% |
3 Year | 16.19% | - |
5 Year | 15.69% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Mirae Asset Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.26% | 26.64% |
3 Year | 15.22% | - |
5 Year | 15.42% | - |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | Mirae Asset Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.26% | - |
Sharp | 0.74% | - |
Beta | 0.93% | - |
Alpha | 0.96% | - |
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 | 2.62 | 7.4 |
Large Cap | 68.99 | 60 |
Small Cap | 4.67 | 17.63 |
Mid Cap | 23.72 | 14.97 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Mirae Asset Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.22 | 4.35 |
Communication Services | 3.09 | 2.88 |
Energy | 6.01 | 6.13 |
Technology | 7.27 | 7.34 |
Consumer Cyclical | 10.29 | 10.57 |
Healthcare | 3.18 | 9.93 |
Industrials | 21.34 | 10.02 |
Consumer Defensive | 2.58 | 5.39 |
Basic Materials | 14.86 | 9.18 |
Financial Services | 25.57 | 30.95 |
Utilities | 3.59 | 0.98 |
Real Estate | - | 2.27 |
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