- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹54083 Cr | ₹22504 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 | 2.98% | 2.63% |
| 6 Month | 8.6% | 7.21% |
| 1 Year | 8.8% | 4.16% |
| 3 Year | 16.52% | 12.88% |
| 5 Year | 19.53% | 18.36% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 6 Month | 0.22% | 1.48% |
| 1 Year | 10.39% | 7.33% |
| 3 Year | 14.14% | 10.51% |
| 5 Year | 14.49% | 11.41% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Year | 12.03% | 12.25% |
| 3 Year | 15.32% | 12.79% |
| 5 Year | 15.49% | 13.12% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Standard Deviation | 12.48% | 11.18% |
| Sharp | 0.77% | 0.56% |
| Beta | 0.92% | 0.82% |
| Alpha | 0.96% | -1.48% |
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 | 5.01 | 10.43 |
| Large Cap | 67.6 | 64.07 |
| Mid Cap | 23.39 | 13.04 |
| Small Cap | 3.99 | 12.47 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 2.96 | 3.17 |
| Communication Services | 2.98 | 5.35 |
| Energy | 5.89 | 4.81 |
| Technology | 6.83 | 6.09 |
| Consumer Cyclical | 12.02 | 12.88 |
| Basic Materials | 14.66 | 13.4 |
| Healthcare | 3.09 | 1.87 |
| Industrials | 19.61 | 12.19 |
| Consumer Defensive | 2.25 | 1.03 |
| Financial Services | 26.21 | 37.44 |
| Utilities | 3.51 | 1.77 |
Top Comparisons
Invesco India Multicap Fund - Growth Option
3Y Returns18.08%
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns20.25%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns16.54%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.35%
LIC MF Overnight Fund Regular - Growth
3Y Returns6.31%
360 ONE Focused Fund Regular-Growth
3Y Returns15.78%
Quant Focused Fund-Growth
3Y Returns14.61%
