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Tata Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹53626 Cr | ₹3394 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2009 | 06 Sep 2018 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 16.04% | 69.17% |
| Expense Ratio | 1.46 | 1.94 |
| Manager | Harsha Upadhyaya | Amey Sathe |
| ISIN Code | INF174K01336 | INF277K019K2 |
| 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 | Tata Flexi Cap Fund - 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 | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Month | 2.25% | 4.11% |
| 6 Month | 17.44% | 17.46% |
| 1 Year | 1.74% | 1.73% |
| 3 Year | 16.69% | 15.51% |
| 5 Year | 19.07% | 17.05% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.34% | 3.96% |
| 1 Year | 13.43% | 14.67% |
| 3 Year | 16.19% | 16.67% |
| 5 Year | 15.69% | 15% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.26% | 13.08% |
| 3 Year | 15.22% | 15.55% |
| 5 Year | 15.42% | 15.57% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.26% | 11.4% |
| Sharp | 0.74% | 0.75% |
| Beta | 0.93% | 0.8% |
| Alpha | 0.96% | 1.17% |
Fund Managers
| Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Amey Sathe |
| Total AUM | ₹139411 Cr | ₹11910 Cr |
| Funds Managed | 11 | 4 |
| Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 2.62 | 6.12 |
| Large Cap | 68.99 | 59.56 |
| Small Cap | 4.67 | 19.33 |
| Mid Cap | 23.72 | 14.99 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 2.22 | 4.36 |
| Communication Services | 3.09 | 1.22 |
| Energy | 6.01 | 4.1 |
| Technology | 7.27 | 7.7 |
| Consumer Cyclical | 10.29 | 9.85 |
| Healthcare | 3.18 | 4.39 |
| Industrials | 21.34 | 7.9 |
| Consumer Defensive | 2.58 | 11.73 |
| Basic Materials | 14.86 | 13.44 |
| Financial Services | 25.57 | 32.59 |
| Utilities | 3.59 | - |
| Real Estate | - | 2.72 |
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