Tata Flexi Cap Fund vs Kotak Flexicap Fund compare

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Kotak Flexicap Fund - Growth

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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)	₹52533 Cr	₹3263 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

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	3.84%	3.81%
6 Month	8.48%	7.52%
1 Year	5.5%	7.77%
3 Year	22.5%	19.91%
5 Year	21.35%	19.51%

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	12.55%	10.13%
1 Year	20.07%	16.07%
3 Year	19.91%	18.72%
5 Year	18.25%	16.52%

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	12.51%	13.43%
3 Year	15.11%	15.32%
5 Year	15.35%	15.31%

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	12.26%	11.4%
Sharp	0.9%	0.88%
Beta	0.93%	0.8%
Alpha	0.93%	0.89%

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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

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	2	6.85
Large Cap	69.3	57.85
Small Cap	4.65	21.56
Mid Cap	24.05	13.74

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	2	5.27
Telecom - Services	3.03	1.34
Petroleum Products	4.66	4.57
IT - Software	7.95	4.05
Retailing	2.58	4.46
Pharmaceuticals & Biotechnology	3.11	2.66
Construction	4.66	4.2
Diversified FMCG	1.16	2.31
Non - Ferrous Metals	0.72	0.87
Banks	23.15	22.69
Cement & Cement Products	5.93	6.97
Chemicals & Petrochemicals	7.1	-
Personal Products	0.59	2.92
Transport Services	3.39	0.34
Capital Markets	1.91	1.82
Gas	2.8	-
Electrical Equipment	1.43	-
Automobiles	3.36	3.02
Fertilizers & Agrochemicals	0.65	0.56
Insurance	0.77	1.32
Industrial Products	0.71	-
Aerospace & Defense	6.92	-
Agricultural, Commercial & Construction Vehicles	0.76	1.43
Auto Components	3.8	2.91
Beverages	0.78	-
Finance	0.24	9.76
Power	2.41	-
Ferrous Metals	3.43	2.54
Consumer Durables	-	4.38
Realty	-	2.33
Food Products	-	2.93
Leisure Services	-	1.13
Healthcare Services	-	1.9
Transport Infrastructure	-	1.32