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 | -1.29% | -1.47% |
| 6 Month | 2.97% | 4.63% |
| 1 Year | 6.55% | 2.92% |
| 3 Year | 15.82% | 14.82% |
| 5 Year | 15.84% | 22.61% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 6 Month | 0.22% | 0.24% |
| 1 Year | 10.54% | 7.4% |
| 3 Year | 14.18% | 11.53% |
| 5 Year | 14.67% | 15.66% |
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 |
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