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Tata Flexi Cap Fund vs Kotak Flexicap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon Tata Flexi Cap Fund -Regular Plan-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 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) ₹49112 Cr ₹2886 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 1.48 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 3.37% 4.45%
6 Month -0.06% -0.59%
1 Year 7.2% 10.06%
3 Year 15.92% 14.63%
5 Year 21.32% 19.22%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
6 Month 2.72% 4.52%
1 Year -0.99% 4.49%
3 Year 16% 16.92%
5 Year 16.31% 15.74%

Rolling Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
1 Year 12.91% 14.24%
3 Year 15.14% 15.51%
5 Year 15.31% 15.14%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation 12.26% 11.4%
Sharp 0.5% 0.45%
Beta 0.93% 0.8%
Alpha 0.59% -

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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 2.55 3.13
Large Cap 69.56 58.34
Small Cap 4.4 23.85
Mid Cap 23.49 14.68

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

Tata Flexi Cap Fund -Regular Plan-Growth

Others 2.55 3.02
Telecom - Services 2.97 -
Petroleum Products 4.38 -
IT - Software 9.57 -
Retailing 2.8 -
Pharmaceuticals and Biotechnology 2.03 -
Construction 4.77 -
Diversified FMCG 1.25 -
Non - Ferrous Metals 0.84 -
Banks 22.97 -
Pharmaceuticals & Biotechnology 1.49 -
Cement & Cement Products 0.8 -
Chemicals and Petrochemicals 6.41 -
Personal Products 0.55 -
Transport Services 3.46 -
Capital Markets 1.62 -
Gas 2.91 -
Electrical Equipment 1.61 -
Automobiles 3.56 -
Fertilizers & Agrochemicals 0.77 -
Insurance 0.59 -
Industrial Products 0.74 -
Aerospace and Defense 0.33 -
Agricultural, Commercial & Construction Vehicles 0.51 -
Aerospace & Defense 5.26 -
Cement and Cement Products 5.34 -
Auto Components 3.78 -
Beverages 0.89 -
Finance 0.26 -
Ferrous Metals 3.58 -
Power 1.41 -
Energy - 4.28
Basic Materials - 9.55
Consumer Defensive - 9.62
Industrials - 7.26
Financial Services - 40.02
Healthcare - 7.59
Technology - 5.01
Communication Services - 1.35
Consumer Cyclical - 11.56
Real Estate - 0.75

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