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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) | ₹53626 Cr | ₹115040 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 | 1.56% | 1.57% |
| 6 Month | 16.65% | 12.49% |
| 1 Year | 1.29% | 7.4% |
| 3 Year | 15.57% | 20.24% |
| 5 Year | 19.07% | 22.51% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | 3.34% | 3.8% |
| 1 Year | 13.43% | 12.17% |
| 3 Year | 16.19% | 19.77% |
| 5 Year | 15.69% | 19.03% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Year | 12.26% | 17.67% |
| 3 Year | 15.22% | 18.2% |
| 5 Year | 15.42% | 18.13% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.26% | 8.90% |
| Sharp | 0.74% | 1.40% |
| Beta | 0.93% | 0.59% |
| Alpha | 0.96% | 7.74% |
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 | 2.62 | 33.71 |
| Large Cap | 68.99 | 61.79 |
| Small Cap | 4.67 | 3.32 |
| Mid Cap | 23.72 | 1.18 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 2.22 | 21.16 |
| Communication Services | 3.09 | 9.91 |
| Energy | 6.01 | 6.18 |
| Technology | 7.27 | 6.85 |
| Consumer Cyclical | 10.29 | 10.55 |
| Healthcare | 3.18 | 4.32 |
| Industrials | 21.34 | 0.19 |
| Consumer Defensive | 2.58 | 5.29 |
| Basic Materials | 14.86 | 0.61 |
| Financial Services | 25.57 | 28.42 |
| Utilities | 3.59 | 5.99 |
| Real Estate | - | 0.54 |
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