Quant Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Quant Flexi Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Fund | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹56885 Cr | ₹6829 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2009 | 20 Oct 2008 |
| 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 | 1.78 |
| Manager | Harsha Upadhyaya | Sanjeev Sharma |
| ISIN Code | INF174K01336 | INF966L01457 |
| 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 | Quant Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Month | 0.83% | -1.05% |
| 6 Month | -0.35% | -2.95% |
| 1 Year | 10.52% | 2.37% |
| 3 Year | 16.19% | 14.53% |
| 5 Year | 14.71% | 20.37% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 6 Month | 1.73% | 0.46% |
| 1 Year | 11.61% | 4.5% |
| 3 Year | 13.54% | 8.9% |
| 5 Year | 14.11% | 13.71% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Year | 11.81% | 9.4% |
| 3 Year | 15.5% | 16.01% |
| 5 Year | 15.58% | 17.84% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.38% | 15.83% |
| Sharp | 0.78% | 0.62% |
| Beta | 0.93% | 1.19% |
| Alpha | 0.72% | -2.68% |
Fund Managers
| Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Sanjeev Sharma |
| Total AUM | ₹139411 Cr | ₹39731 Cr |
| Funds Managed | 11 | 22 |
| Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 6.04 | 11.91 |
| Large Cap | 67.83 | 67.05 |
| Mid Cap | 23.15 | 12.92 |
| Small Cap | 2.98 | 8.12 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 2.34 | 11.91 |
| Communication Services | 3.18 | - |
| Energy | 6.05 | - |
| Technology | 6.88 | - |
| Consumer Cyclical | 11.92 | - |
| Basic Materials | 13.88 | - |
| Healthcare | 2.88 | - |
| Industrials | 18.75 | - |
| Consumer Defensive | 2.25 | - |
| Financial Services | 28.68 | - |
| Utilities | 3.2 | - |
| Petroleum Products | - | 10.3 |
| Construction | - | 4.19 |
| Finance | - | 7.73 |
| Pharmaceuticals & Biotechnology | - | 6.83 |
| Banks | - | 2.22 |
| IT - Software | - | 2.03 |
| Insurance | - | 6.24 |
| IT - Services | - | 0.3 |
| Consumer Services | - | 0.75 |
| Food Products | - | 3.67 |
| Power | - | 14.29 |
| Realty | - | 1.95 |
| Metals & Minerals Trading | - | 6.15 |
| Entertainment | - | 1.54 |
| Diversified | - | 2.76 |
| Auto Components | - | 6.96 |
| Transport Infrastructure | - | 4.94 |
| Automobiles | - | 3.16 |
| Textiles & Apparels | - | 2.08 |
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