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) | ₹56460 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 | 1.1% | -3.11% |
| 6 Month | 0.96% | -4.17% |
| 1 Year | 12.11% | 1.81% |
| 3 Year | 16.67% | 14.62% |
| 5 Year | 14.81% | 20.34% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 6 Month | 0.77% | -2.23% |
| 1 Year | 10.83% | 0.76% |
| 3 Year | 13.53% | 7.91% |
| 5 Year | 14.21% | 13.2% |
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 | 6.26 | 22.78 |
| Large Cap | 67.42 | 58.07 |
| Mid Cap | 23.29 | 10.84 |
| Small Cap | 3.03 | 8.31 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 2.54 | 12.06 |
| Communication Services | 3.21 | 1.54 |
| Energy | 6.27 | 16.31 |
| Technology | 6.95 | 2.03 |
| Consumer Cyclical | 11.77 | 12.95 |
| Basic Materials | 14.02 | - |
| Healthcare | 2.83 | 6.84 |
| Industrials | 18.47 | 12.18 |
| Consumer Defensive | 2.2 | 3.67 |
| Financial Services | 28.55 | 16.2 |
| Utilities | 3.19 | 14.28 |
| Real Estate | - | 1.95 |
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