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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) | ₹53626 Cr | ₹2069 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 | 2.25% | 1.75% |
| 6 Month | 17.44% | 16.28% |
| 1 Year | 1.74% | 0.33% |
| 3 Year | 16.69% | 15% |
| 5 Year | 19.07% | - |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.34% | 3.64% |
| 1 Year | 13.43% | 11.21% |
| 3 Year | 16.19% | 14.17% |
| 5 Year | 15.69% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 12.26% | 21.77% |
| 3 Year | 15.22% | - |
| 5 Year | 15.42% | - |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 12.26% | - |
| Sharp | 0.74% | - |
| Beta | 0.93% | - |
| Alpha | 0.96% | - |
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 | 2.62 | 9.83 |
| Large Cap | 68.99 | 68.68 |
| Small Cap | 4.67 | 11.17 |
| Mid Cap | 23.72 | 10.31 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 2.22 | 8.93 |
| Communication Services | 3.09 | 4.6 |
| Energy | 6.01 | 5.09 |
| Technology | 7.27 | 3.81 |
| Consumer Cyclical | 10.29 | 9.98 |
| Healthcare | 3.18 | 6.87 |
| Industrials | 21.34 | 12.86 |
| Consumer Defensive | 2.58 | 8.66 |
| Basic Materials | 14.86 | 5.92 |
| Financial Services | 25.57 | 30.38 |
| Utilities | 3.59 | 2.91 |
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