SBI Flexicap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Fund | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹53293 Cr | ₹22117 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 11 Sep 2009 | 29 Sep 2005 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 TRI |
Turn Over | 16.04% | 55% |
Expense Ratio | 1.46 | 1.67 |
Manager | Harsha Upadhyaya | Pradeep Kesavan |
ISIN Code | INF174K01336 | INF200K01222 |
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 | SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
1 Month | -0.39% | -0.03% |
6 Month | 14.09% | 7.71% |
1 Year | 4.09% | -0.33% |
3 Year | 16.64% | 12.2% |
5 Year | 19.23% | 18.13% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
6 Month | 3.83% | 2.53% |
1 Year | 9.1% | 1.71% |
3 Year | 15.7% | 10.76% |
5 Year | 15.61% | 12.08% |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
1 Year | 12.26% | 12.42% |
3 Year | 15.22% | 12.86% |
5 Year | 15.42% | 13.05% |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Standard Deviation | 12.26% | 10.98% |
Sharp | 0.92% | 0.66% |
Beta | 0.93% | 0.83% |
Alpha | 1.21% | -1.9% |
Fund Managers
Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Pradeep Kesavan |
Total AUM | ₹139411 Cr | ₹434274 Cr |
Funds Managed | 11 | 43 |
Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Market Cap
Scheme Name |
Kotak Flexicap Fund - Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Others | 2.62 | 13.76 |
Large Cap | 68.99 | 63.44 |
Small Cap | 4.67 | 11.22 |
Mid Cap | 23.72 | 11.58 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Others | 2.22 | 7.26 |
Communication Services | 3.09 | 4.96 |
Energy | 6.01 | 4.99 |
Technology | 7.27 | 5.51 |
Consumer Cyclical | 10.29 | 12.16 |
Healthcare | 3.18 | 2.04 |
Industrials | 21.34 | 11.11 |
Consumer Defensive | 2.58 | 2.14 |
Basic Materials | 14.86 | 10.92 |
Financial Services | 25.57 | 37.15 |
Utilities | 3.59 | 1.77 |
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