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Parag Parikh Flexi Cap Fund Regular vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Parag Parikh Flexi Cap Fund Regular-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Fund | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹54083 Cr | ₹119723 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2009 | 24 May 2013 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 16.04% | % |
| Expense Ratio | 1.46 | 1.33 |
| Manager | Harsha Upadhyaya | Rajeev Thakkar |
| ISIN Code | INF174K01336 | INF879O01019 |
| 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 | Parag Parikh Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Month | 2.98% | 2.88% |
| 6 Month | 8.6% | 8.1% |
| 1 Year | 8.8% | 8.84% |
| 3 Year | 16.52% | 21.58% |
| 5 Year | 19.53% | 22.74% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | 0.05% | 0.86% |
| 1 Year | 9.88% | 8.07% |
| 3 Year | 13.8% | 16.98% |
| 5 Year | 14.35% | 17.52% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Year | 12.03% | 17.56% |
| 3 Year | 15.32% | 18.44% |
| 5 Year | 15.49% | 18.24% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.26% | 8.50% |
| Sharp | 0.87% | 1.61% |
| Beta | 0.93% | 0.57% |
| Alpha | 1.21% | 8.33% |
Fund Managers
| Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Rajeev Thakkar |
| Total AUM | ₹139411 Cr | ₹0 Cr |
| Funds Managed | 11 | 5 |
| Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 5.01 | 35.58 |
| Large Cap | 67.6 | 60.6 |
| Mid Cap | 23.39 | 1.04 |
| Small Cap | 3.99 | 2.78 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 2.96 | 22.17 |
| Communication Services | 2.98 | 9.96 |
| Energy | 5.89 | 6.04 |
| Technology | 6.83 | 6.24 |
| Consumer Cyclical | 12.02 | 10.31 |
| Basic Materials | 14.66 | 0.7 |
| Healthcare | 3.09 | 4.13 |
| Industrials | 19.61 | 0.18 |
| Consumer Defensive | 2.25 | 5.49 |
| Financial Services | 26.21 | 28 |
| Utilities | 3.51 | 6.05 |
| Real Estate | - | 0.72 |
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