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)	₹56885 Cr	₹2128 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	0.17%	-1.53%
6 Month	1.39%	0.96%
1 Year	13.66%	9.46%
3 Year	16.46%	14.39%
5 Year	14.46%	-

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
6 Month	1.73%	0.38%
1 Year	11.61%	8.19%
3 Year	13.54%	11.13%
5 Year	14.11%	-

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
1 Year	11.81%	14.99%
3 Year	15.5%	14.77%
5 Year	15.58%	-

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
Standard Deviation	12.26%	8.4%
Sharp	0.85%	0.8%
Beta	0.93%	0.85%
Alpha	0.41%	-0.15%

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	6.04	2.06
Large Cap	67.83	74.95
Mid Cap	23.15	10.01
Small Cap	2.98	13

Scheme Name	Kotak Flexicap Fund - Growth	Sundaram Flexicap Fund Regular Growth
Others	2.34	2.06
Communication Services	3.18	-
Energy	6.05	-
Technology	6.88	-
Consumer Cyclical	11.92	-
Basic Materials	13.88	-
Healthcare	2.88	-
Industrials	18.75	-
Consumer Defensive	2.25	-
Financial Services	28.68	-
Utilities	3.2	-
Petroleum Products	-	4.97
IT - Software	-	8.91
Retailing	-	2.77
IT - Services	-	0.94
Construction	-	3.6
Diversified FMCG	-	3.63
Banks	-	28.9
Pharmaceuticals & Biotechnology	-	4.94
Healthcare Services	-	1.73
Aerospace & Defense	-	0.95
Industrial Manufacturing	-	0.58
Cement & Cement Products	-	3.59
Automobiles	-	5.78
Finance	-	0.99
Gas	-	1.23
Industrial Products	-	2.87
Transport Services	-	2.44
Agricultural Food & other Products	-	1.05
Electrical Equipment	-	1.14
Beverages	-	2.58
Chemicals & Petrochemicals	-	0.76
Telecom - Services	-	4.34
Personal Products	-	1.27
Fertilizers & Agrochemicals	-	1.28
Consumer Durables	-	0.95
Power	-	2.4
Leisure Services	-	2.38
Auto Components	-	0.99