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SBI Flexicap Fund vs Kotak Flexicap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon SBI Flexicap Fund - REGULAR PLAN -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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