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) | ₹54083 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 | 0.84% | 1.46% |
6 Month | 10.9% | 5.14% |
1 Year | 6% | -6.19% |
3 Year | 18.13% | 17.38% |
5 Year | 19.17% | 27.1% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
6 Month | 2.48% | 1.76% |
1 Year | 15.9% | 8.23% |
3 Year | 16.38% | 12.79% |
5 Year | 15.88% | 17.13% |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
1 Year | 12.03% | 9.9% |
3 Year | 15.32% | 16.05% |
5 Year | 15.49% | 17.72% |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
Standard Deviation | 12.26% | 17.196% |
Sharp | 0.87% | 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 | 5.01 | 21 |
Large Cap | 67.6 | 57.32 |
Mid Cap | 23.39 | 13.33 |
Small Cap | 3.99 | 8.34 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Quant Flexi Cap Fund-Growth |
---|---|---|
Others | 2.96 | 10.75 |
Communication Services | 2.98 | 1.47 |
Energy | 5.89 | 17.95 |
Technology | 6.83 | 3.06 |
Consumer Cyclical | 12.02 | 12.32 |
Basic Materials | 14.66 | 0 |
Healthcare | 3.09 | 8.09 |
Industrials | 19.61 | 11.59 |
Consumer Defensive | 2.25 | 5.48 |
Financial Services | 26.21 | 13.19 |
Utilities | 3.51 | 14.15 |
Real Estate | - | 1.95 |
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