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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) | ₹54083 Cr | ₹3476 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 | 4.63% | 4.05% |
| 6 Month | 9.3% | 7.21% |
| 1 Year | 9.9% | 8.1% |
| 3 Year | 17.32% | 16.8% |
| 5 Year | 19.58% | 17.43% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.81% | 2.58% |
| 1 Year | 16.55% | 15.3% |
| 3 Year | 16.69% | 16.48% |
| 5 Year | 16.08% | 15.01% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.03% | 12.92% |
| 3 Year | 15.32% | 15.49% |
| 5 Year | 15.49% | 15.78% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.26% | 11.4% |
| Sharp | 0.87% | 0.83% |
| Beta | 0.93% | 0.81% |
| Alpha | 1.21% | 0.8% |
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 | 5.01 | 4.3 |
| Large Cap | 67.6 | 62.48 |
| Mid Cap | 23.39 | 15.26 |
| Small Cap | 3.99 | 17.95 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 2.96 | 2.48 |
| Communication Services | 2.98 | 1.13 |
| Energy | 5.89 | 3.92 |
| Technology | 6.83 | 9.46 |
| Consumer Cyclical | 12.02 | 11.73 |
| Basic Materials | 14.66 | 13.32 |
| Healthcare | 3.09 | 3.85 |
| Industrials | 19.61 | 8.12 |
| Consumer Defensive | 2.25 | 11.56 |
| Financial Services | 26.21 | 31.7 |
| Utilities | 3.51 | - |
| Real Estate | - | 2.72 |
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