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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) | ₹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 | 1.03% | 1.25% |
| 6 Month | 5.27% | 5.88% |
| 1 Year | 12.14% | 9.87% |
| 3 Year | 16.85% | 14.81% |
| 5 Year | 17.53% | - |
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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