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Sundaram Flexicap Fund Regular Growth vs Kotak Flexicap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon 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) ₹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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