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Sundaram Flexicap Fund Regular Growth vs Kotak Flexicap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon 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) ₹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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