Nippon India Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Flexicap Fund - Growth | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
Fund | Kotak Flexicap Fund - Growth | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹53626 Cr | ₹9098 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 11 Sep 2009 | 16 Aug 2021 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 16.04% | 69% |
Expense Ratio | 1.46 | 1.74 |
Manager | Harsha Upadhyaya | Kinjal Desai |
ISIN Code | INF174K01336 | INF204KC1097 |
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 | Nippon India 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 | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
1 Month | 2.04% | 3.33% |
6 Month | 16.15% | 16.53% |
1 Year | 1.13% | -3.92% |
3 Year | 15.49% | 14.88% |
5 Year | 19.36% | - |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
6 Month | 3.34% | 4.44% |
1 Year | 13.43% | 10.98% |
3 Year | 16.19% | 14.88% |
5 Year | 15.69% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
1 Year | 12.26% | 15.49% |
3 Year | 15.22% | 16.06% |
5 Year | 15.42% | - |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 12.91% | 12.99% |
Sharp | 0.67% | 0.61% |
Beta | 0.93% | 0.94% |
Alpha | 1.27% | 0.48% |
Fund Managers
Scheme Name | Kotak Flexicap Fund - Growth | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Kinjal Desai |
Total AUM | ₹139411 Cr | ₹81302 Cr |
Funds Managed | 11 | 16 |
Kotak Flexicap Fund - Growth | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Flexicap Fund - Growth |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
Others | 2.62 | 8.4 |
Large Cap | 68.99 | 58.69 |
Small Cap | 4.67 | 16.09 |
Mid Cap | 23.72 | 16.81 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
Others | 2.22 | 4.21 |
Communication Services | 3.09 | 2.88 |
Energy | 6.01 | 5.47 |
Technology | 7.27 | 8.82 |
Consumer Cyclical | 10.29 | 15.21 |
Healthcare | 3.18 | 5.49 |
Industrials | 21.34 | 15.61 |
Consumer Defensive | 2.58 | 6.33 |
Basic Materials | 14.86 | 4.09 |
Financial Services | 25.57 | 27.76 |
Utilities | 3.59 | 3.32 |
Real Estate | - | 0.8 |
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