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)	₹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

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
1 Month	3.48%	1.93%
6 Month	0.84%	-2.39%
1 Year	5.45%	6.98%
3 Year	21.59%	-
5 Year	21.91%	-

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
6 Month	10.21%	6.66%
1 Year	12.3%	6.06%
3 Year	18.29%	-
5 Year	17.27%	-

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
1 Year	12.51%	23.46%
3 Year	15.11%	-
5 Year	15.35%	-

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
Standard Deviation	12.26%	-
Sharp	0.9%	-
Beta	0.93%	-
Alpha	0.93%	-

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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
Others	1.95	2.95
Large Cap	70.01	71.33
Small Cap	4.39	12.64
Mid Cap	23.65	13.08

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
Others	1.95	3.46
Telecom - Services	3.16	-
Petroleum Products	4.74	-
IT - Software	8.1	-
Retailing	2.6	-
Pharmaceuticals & Biotechnology	3.32	-
Construction	4.43	-
Diversified FMCG	1.2	-
Non - Ferrous Metals	0.74	-
Banks	23.72	-
Cement & Cement Products	6.23	-
Chemicals & Petrochemicals	6.91	-
Personal Products	0.62	-
Transport Services	3.42	-
Capital Markets	1.7	-
Gas	2.88	-
Electrical Equipment	1.46	-
Automobiles	3.29	-
Fertilizers & Agrochemicals	0.74	-
Insurance	0.69	-
Industrial Products	0.67	-
Aerospace & Defense	6.1	-
Agricultural, Commercial & Construction Vehicles	0.59	-
Auto Components	3.79	-
Beverages	0.88	-
Finance	0.23	-
Power	2.49	-
Ferrous Metals	3.35	-
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