Nippon India Flexi Cap Fund vs Kotak Flexicap Fund compare

Nippon India Flexi Cap Fund vs Kotak Flexicap Fund compare

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Kotak Flexicap Fund - Growth

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

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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)	₹54083 Cr	₹9256 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	4.22%	3.94%
6 Month	9.07%	8.71%
1 Year	9%	2.84%
3 Year	17.19%	16.77%
5 Year	19.64%	-

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
6 Month	2.81%	2.66%
1 Year	16.55%	12.68%
3 Year	16.69%	14.6%
5 Year	16.08%	-

Rolling Lumpsum Returns

Scheme Name	Kotak Flexicap Fund - Growth	Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
1 Year	12.03%	14.63%
3 Year	15.32%	15.72%
5 Year	15.49%	-

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	0.87%	0.77%
Beta	0.93%	0.94%
Alpha	1.21%	-0.07%

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	5.01	7.19
Large Cap	67.6	62.29
Mid Cap	23.39	15.91
Small Cap	3.99	14.61

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
Others	2.96	1.38
Communication Services	2.98	3.62
Energy	5.89	5.45
Technology	6.83	10.59
Consumer Cyclical	12.02	17.02
Basic Materials	14.66	4.58
Healthcare	3.09	5.12
Industrials	19.61	13.04
Consumer Defensive	2.25	8.08
Financial Services	26.21	27.33
Utilities	3.51	3.78

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