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) | ₹56040 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 | 0.33% | 0.83% |
| 6 Month | 5.18% | 3.78% |
| 1 Year | 9.27% | 2.85% |
| 3 Year | 16.49% | 15.62% |
| 5 Year | 17.27% | 25.32% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 6 Month | 2% | 2.23% |
| 1 Year | 14.69% | 10.26% |
| 3 Year | 15.83% | 12.95% |
| 5 Year | 15.61% | 16.8% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Year | 11.96% | 9.77% |
| 3 Year | 15.43% | 16.05% |
| 5 Year | 15.54% | 17.71% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.26% | 17.196% |
| Sharp | 0.84% | 0.641% |
| Beta | 0.92% | 1.114% |
| Alpha | 0.64% | 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 | 4.93 | 18.96 |
| Large Cap | 68.36 | 59.12 |
| Mid Cap | 23.52 | 13.51 |
| Small Cap | 3.19 | 8.42 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 2.06 | 9.29 |
| Communication Services | 3.15 | 1.55 |
| Energy | 6.06 | 18.53 |
| Technology | 6.78 | 3.1 |
| Consumer Cyclical | 11.96 | 12.19 |
| Basic Materials | 14.52 | - |
| Healthcare | 2.96 | 8.2 |
| Industrials | 19.71 | 11.94 |
| Consumer Defensive | 2.31 | 5.31 |
| Financial Services | 27.03 | 12.72 |
| Utilities | 3.45 | 15.14 |
| Real Estate | - | 2.03 |
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