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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) | ₹53626 Cr | ₹22011 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 | 2.8% | 3.25% |
| 6 Month | 17.39% | 12.74% |
| 1 Year | 2.24% | -2.11% |
| 3 Year | 16.88% | 12.99% |
| 5 Year | 19.34% | 18.24% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 6 Month | 3.34% | 3.2% |
| 1 Year | 13.43% | 7.21% |
| 3 Year | 16.19% | 11.67% |
| 5 Year | 15.69% | 12.3% |
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 | 0.74% | 0.54% |
| Beta | 0.93% | 0.83% |
| Alpha | 0.96% | -1.49% |
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 | 5.79 | 11.48 |
| Large Cap | 67.92 | 64.02 |
| Small Cap | 4.31 | 12.35 |
| Mid Cap | 21.98 | 12.15 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 4.33 | 4.32 |
| Communication Services | 3.03 | 5.45 |
| Energy | 5.69 | 4.89 |
| Technology | 7.19 | 6.42 |
| Consumer Cyclical | 10.72 | 13.12 |
| Healthcare | 3.18 | 1.95 |
| Industrials | 19.95 | 10.62 |
| Consumer Defensive | 2.58 | 2.1 |
| Basic Materials | 14.39 | 11.85 |
| Financial Services | 25.47 | 37.52 |
| Utilities | 3.47 | 1.74 |
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