Sundaram Flexicap Fund Regular Growth vs Kotak Flexicap Fund compare

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Kotak Flexicap Fund - Growth

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Sundaram Flexicap Fund Regular Growth

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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	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

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
1 Month	1.92%	2.5%
6 Month	8.27%	7.52%
1 Year	9.2%	6.73%
3 Year	16.25%	14.49%
5 Year	19.02%	-

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
6 Month	2.99%	3.4%
1 Year	16.16%	13.97%
3 Year	16.04%	14.14%
5 Year	15.58%	-

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
1 Year	12.03%	18.27%
3 Year	15.32%	14.18%
5 Year	15.49%	-

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
Standard Deviation	12.26%	11.58%
Sharp	0.87%	0.67%
Beta	0.93%	0.85%
Alpha	1.21%	-0.26%

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

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
Large Cap	76.56	73.91
Mid Cap	18.86	9.78
Small Cap	4.65	11.52
Others	0.12	4.79

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
Others	2.94	4.79
Telecom - Services	2.98	-
Petroleum Products	4.54	-
IT - Software	6.84	-
Retailing	3.91	-
Cement & Cement Products	6.35	-
Pharmaceuticals & Biotechnology	3.1	-
Construction	4.38	-
Diversified FMCG	1.21	-
Non - Ferrous Metals	0.85	-
Banks	21.99	-
Chemicals & Petrochemicals	6.36	-
Personal Products	0.54	-
Transport Services	3.29	-
Capital Markets	1.5	-
Gas	2.55	-
Electrical Equipment	1.29	-
Automobiles	4.39	-
Fertilizers & Agrochemicals	0.62	-
Insurance	0.79	-
Industrial Products	0.61	-
Agricultural, Commercial & Construction Vehicles	0.73	-
Aerospace & Defense	6.05	-
Finance	1.94	-
Auto Components	3.71	-
Beverages	0.69	-
Power	2.3	-
Ferrous Metals	3.74	-
Energy	-	5.09
Technology	-	5.37
Consumer Cyclical	-	11.65
Communication Services	-	4.96
Industrials	-	12.4
Consumer Defensive	-	8.64
Financial Services	-	30.46
Healthcare	-	6.88
Basic Materials	-	5.99
Utilities	-	3.77