Sundaram Flexicap Fund Regular Growth vs Kotak Flexicap Fund compare

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)	₹56040 Cr	₹2130 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	-0.06%	0.68%
6 Month	5.16%	6.18%
1 Year	12.68%	10.21%
3 Year	17.03%	14.9%
5 Year	17.34%	-

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
6 Month	2.22%	2.58%
1 Year	15.74%	13.87%
3 Year	15.79%	13.87%
5 Year	15.38%	-

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	4.93	6.11
Large Cap	68.36	73.41
Mid Cap	23.52	9.72
Small Cap	3.19	10.77

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
Others	2.06	6.11
Communication Services	3.15	5.16
Energy	6.06	4.76
Technology	6.78	5.42
Consumer Cyclical	11.96	10.69
Basic Materials	14.52	5.8
Healthcare	2.96	6.17
Industrials	19.71	12.68
Consumer Defensive	2.31	8.67
Financial Services	27.03	30.78
Utilities	3.45	3.75

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