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 | -1.24% | -1.28% |
| 6 Month | 0.41% | 0.49% |
| 1 Year | 8.11% | 3.68% |
| 3 Year | 16.74% | 16.38% |
| 5 Year | 16.06% | 22.41% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 6 Month | 1.85% | 2.13% |
| 1 Year | 12.67% | 9.01% |
| 3 Year | 14.37% | 11.25% |
| 5 Year | 14.75% | 15.45% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Year | 11.89% | 9.56% |
| 3 Year | 15.46% | 16.01% |
| 5 Year | 15.56% | 17.77% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.26% | 17.196% |
| Sharp | 0.81% | 0.641% |
| Beta | 0.92% | 1.114% |
| Alpha | 0.98% | 2.062% |
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 | 22.78 |
| Large Cap | 67.83 | 58.07 |
| Mid Cap | 23.15 | 10.84 |
| Small Cap | 2.98 | 8.31 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 2.34 | 12.06 |
| Communication Services | 3.18 | 1.54 |
| Energy | 6.05 | 16.31 |
| Technology | 6.88 | 2.03 |
| Consumer Cyclical | 11.92 | 12.95 |
| Basic Materials | 13.88 | - |
| Healthcare | 2.88 | 6.84 |
| Industrials | 18.75 | 12.18 |
| Consumer Defensive | 2.25 | 3.67 |
| Financial Services | 28.68 | 16.2 |
| Utilities | 3.2 | 14.28 |
| Real Estate | - | 1.95 |
Top Comparisons
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns14.66%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns17.56%
Canara Robeco Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.77%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.39%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns25.42%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns17.91%
Tata Ultra Short Term Fund-Regular Plan-Growth
3Y Returns6.67%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.4%