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) | ₹53293 Cr | ₹6829 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
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 | -0.39% | -3.22% |
6 Month | 14.09% | 9.57% |
1 Year | 4.09% | -11.1% |
3 Year | 16.64% | 17.45% |
5 Year | 19.23% | 27.37% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
6 Month | 3.83% | -1.01% |
1 Year | 9.1% | -6.1% |
3 Year | 15.7% | 10.97% |
5 Year | 15.61% | 16.93% |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
1 Year | 12.26% | 10.27% |
3 Year | 15.22% | 16.04% |
5 Year | 15.42% | 17.5% |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
Standard Deviation | 12.26% | 17.196% |
Sharp | 0.92% | 0.641% |
Beta | 0.93% | 1.114% |
Alpha | 1.21% | 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 | 2.62 | 14.13 |
Large Cap | 68.99 | 57.07 |
Small Cap | 4.67 | 14.13 |
Mid Cap | 23.72 | 14.67 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Quant Flexi Cap Fund-Growth |
---|---|---|
Others | 2.22 | 11.51 |
Communication Services | 3.09 | 1.53 |
Energy | 6.01 | 16.8 |
Technology | 7.27 | 1.47 |
Consumer Cyclical | 10.29 | 10.85 |
Healthcare | 3.18 | 8.53 |
Industrials | 21.34 | 10.98 |
Consumer Defensive | 2.58 | 6.77 |
Basic Materials | 14.86 | 3.92 |
Financial Services | 25.57 | 13.41 |
Utilities | 3.59 | 12.16 |
Real Estate | - | 2.07 |
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