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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) | ₹49112 Cr | ₹2123 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 | 1.48 | 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 | 9.3% | 6.98% |
| 6 Month | 4.65% | 2.23% |
| 1 Year | 11.08% | 11.12% |
| 3 Year | 20.24% | - |
| 5 Year | 23.06% | - |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 2.93% | 1.07% |
| 1 Year | -0.38% | -1.56% |
| 3 Year | 15.09% | - |
| 5 Year | 15.51% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 12.91% | 25.7% |
| 3 Year | 15.14% | - |
| 5 Year | 15.31% | - |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 12.26% | - |
| Sharp | 0.7% | - |
| Beta | 0.92% | - |
| Alpha | 0.98% | - |
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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 | 2.41 | 2.95 |
| Large Cap | 69.35 | 71.33 |
| Small Cap | 4.68 | 12.64 |
| Mid Cap | 23.57 | 13.08 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 2.41 | 3.46 |
| Telecom - Services | 3.03 | - |
| Petroleum Products | 4.46 | - |
| IT - Software | 8.59 | - |
| Retailing | 2.38 | - |
| Pharmaceuticals & Biotechnology | 3.32 | - |
| Construction | 4.89 | - |
| Diversified FMCG | 1.2 | - |
| Non - Ferrous Metals | 0.83 | - |
| Banks | 23.16 | - |
| Cement & Cement Products | 6.37 | - |
| Chemicals & Petrochemicals | 6.69 | - |
| Personal Products | 0.59 | - |
| Transport Services | 3.62 | - |
| Capital Markets | 1.59 | - |
| Gas | 2.88 | - |
| Electrical Equipment | 1.67 | - |
| Automobiles | 3.24 | - |
| Fertilizers & Agrochemicals | 0.82 | - |
| Insurance | 0.63 | - |
| Industrial Products | 0.73 | - |
| Aerospace & Defense | 6.36 | - |
| Agricultural, Commercial & Construction Vehicles | 0.62 | - |
| Auto Components | 3.78 | - |
| Beverages | 0.84 | - |
| Finance | 0.26 | - |
| Ferrous Metals | 3.53 | - |
| Power | 1.52 | - |
| Energy | - | 5.61 |
| Technology | - | 8.91 |
| Financial Services | - | 31.92 |
| Consumer Cyclical | - | 9.69 |
| Basic Materials | - | 5.37 |
| Communication Services | - | 5.94 |
| Industrials | - | 13.77 |
| Consumer Defensive | - | 6.69 |
| Healthcare | - | 7.21 |
| Utilities | - | 1.44 |
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