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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) | ₹56040 Cr | ₹23168 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 | 0.71% | 1.46% |
| 6 Month | 3.23% | 6.85% |
| 1 Year | 4.85% | 2.46% |
| 3 Year | 15.63% | 12.86% |
| 5 Year | 16.53% | 15.01% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 6 Month | 2.45% | 3.04% |
| 1 Year | 16.01% | 13% |
| 3 Year | 15.14% | 11.54% |
| 5 Year | 15.01% | 11.89% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Year | 11.92% | 12.11% |
| 3 Year | 15.45% | 12.87% |
| 5 Year | 15.55% | 13.26% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Standard Deviation | 12.26% | 10.98% |
| Sharp | 0.81% | 0.66% |
| Beta | 0.92% | 0.83% |
| Alpha | 0.98% | -0.96% |
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 | 4.93 | 11.67 |
| Large Cap | 68.36 | 63.36 |
| Mid Cap | 23.52 | 13.27 |
| Small Cap | 3.19 | 11.69 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 2.06 | 4.33 |
| Communication Services | 3.15 | 5.6 |
| Energy | 6.06 | 5.09 |
| Technology | 6.78 | 6.11 |
| Consumer Cyclical | 11.96 | 12.5 |
| Basic Materials | 14.52 | 13.72 |
| Healthcare | 2.96 | 1.9 |
| Industrials | 19.71 | 12.37 |
| Consumer Defensive | 2.31 | 1 |
| Financial Services | 27.03 | 37.38 |
| Utilities | 3.45 | 0 |
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