Nippon India Flexi Cap Fund vs Kotak Flexicap Fund compare

Nippon India Flexi Cap Fund vs Kotak Flexicap Fund compare

Link copied to clipboard!

Kotak Flexicap Fund - Growth

Invest Now

Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option

Invest Now

Chart Comparison

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

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)	₹56885 Cr	₹9632 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	-1.75%	-1.25%
6 Month	1.67%	2.08%
1 Year	5%	-0.51%
3 Year	15.75%	15.34%
5 Year	15.68%	-

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
6 Month	1.3%	1.11%
1 Year	14.43%	11.82%
3 Year	14.69%	12.41%
5 Year	14.71%	-

Rolling Lumpsum Returns

Scheme Name	Kotak Flexicap Fund - Growth	Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
1 Year	11.89%	14.63%
3 Year	15.46%	15.72%
5 Year	15.56%	-

Risk Management

Scheme Name	Kotak Flexicap Fund - Growth	Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
Standard Deviation	12.26%	13.94%
Sharp	0.81%	0.75%
Beta	0.92%	0.95%
Alpha	0.98%	0.15%

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	6.04	8.41
Large Cap	67.83	61.59
Mid Cap	23.15	16.06
Small Cap	2.98	13.94

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
Others	2.34	1.09
Communication Services	3.18	4.57
Energy	6.05	5.21
Technology	6.88	10.89
Consumer Cyclical	11.92	16.11
Basic Materials	13.88	4.74
Healthcare	2.88	5.53
Industrials	18.75	13.15
Consumer Defensive	2.25	6.9
Financial Services	28.68	28.29
Utilities	3.2	3.51

Top Comparisons

ICICI Prudential Equity Arbitrage Fund - Growth

3Y Returns7.07%

VS

DSP Arbitrage Fund - Regular - Growth

3Y Returns6.94%

Compare Now

Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns6.35%

VS

PGIM India Overnight Fund - Regular Plan- Growth Option

3Y Returns6.33%

Compare Now

Templeton India Value Fund - Growth Plan

3Y Returns16.93%

VS

Canara Robeco Value Fund - Regular Plan - Growth Option

3Y Returns16.12%

Compare Now

ICICI Prudential Medium Term Bond Fund - Growth

3Y Returns7.89%

VS

HSBC Medium Duration Fund - Regular Growth

3Y Returns7.59%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully