- 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
Sundaram Flexicap Fund Regular Growth vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Sundaram Flexicap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Fund | Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹54083 Cr | ₹2064 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 11 Sep 2009 | 06 Sep 2022 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 16.04% | 42% |
| Expense Ratio | 1.46 | 2 |
| Manager | Harsha Upadhyaya | Dwijendra Srivastava |
| ISIN Code | INF174K01336 | INF903JA1LB8 |
| 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 | Sundaram Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Month | 0.74% | 1.29% |
| 6 Month | 9.57% | 8.92% |
| 1 Year | 8.09% | 6.22% |
| 3 Year | 16.37% | 14.29% |
| 5 Year | 17.63% | - |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.27% | 1.72% |
| 1 Year | 13.56% | 11.4% |
| 3 Year | 14.88% | 12.99% |
| 5 Year | 14.83% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 11.96% | 18.27% |
| 3 Year | 15.43% | 14.18% |
| 5 Year | 15.52% | - |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 12.26% | 11.58% |
| Sharp | 0.84% | 0.67% |
| Beta | 0.92% | 0.85% |
| Alpha | 0.64% | -0.26% |
Fund Managers
| Scheme Name | Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Dwijendra Srivastava |
| Total AUM | ₹139411 Cr | ₹14140 Cr |
| Funds Managed | 11 | 14 |
| Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 5.01 | 4.79 |
| Large Cap | 67.6 | 73.91 |
| Mid Cap | 23.39 | 9.78 |
| Small Cap | 3.99 | 11.52 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 2.96 | 4.79 |
| Communication Services | 2.98 | 4.96 |
| Energy | 5.89 | 5.09 |
| Technology | 6.83 | 5.37 |
| Consumer Cyclical | 12.02 | 11.65 |
| Basic Materials | 14.66 | 5.99 |
| Healthcare | 3.09 | 6.88 |
| Industrials | 19.61 | 12.4 |
| Consumer Defensive | 2.25 | 8.64 |
| Financial Services | 26.21 | 30.46 |
| Utilities | 3.51 | 3.77 |
Top Comparisons
Franklin India Mid Cap Fund - Growth
3Y Returns22.06%
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
3Y Returns25.22%
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns10.04%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns9.69%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns11.6%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.57%
ICICI Prudential Large Cap Fund - Growth
3Y Returns17.62%
PGIM India Large Cap Fund - Growth
3Y Returns11.58%
