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)	₹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

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	3.81%	1.37%
6 Month	4.88%	4.42%
1 Year	8.03%	11.65%
3 Year	19.45%	17.79%
5 Year	23.86%	21.37%

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	8.36%	7.53%
1 Year	10.25%	10.56%
3 Year	18.8%	18.25%
5 Year	17.6%	16.28%

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%

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	12.26%	11.4%
Sharp	0.7%	0.68%
Beta	0.92%	0.8%
Alpha	0.98%	0.81%

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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	2.41	4.43
Large Cap	69.35	59.44
Small Cap	4.68	22.61
Mid Cap	23.57	13.52

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	2.41	2.95
Telecom - Services	3.03	1.29
Petroleum Products	4.46	4.19
IT - Software	8.59	4.1
Retailing	2.38	4.7
Pharmaceuticals & Biotechnology	3.32	5.04
Construction	4.89	4.2
Diversified FMCG	1.2	2.49
Non - Ferrous Metals	0.83	0.69
Banks	23.16	23.32
Cement & Cement Products	6.37	6.95
Chemicals & Petrochemicals	6.69	-
Personal Products	0.59	3.14
Transport Services	3.62	0.36
Capital Markets	1.59	1.79
Gas	2.88	-
Electrical Equipment	1.67	-
Automobiles	3.24	3.11
Fertilizers & Agrochemicals	0.82	-
Insurance	0.63	2.55
Industrial Products	0.73	-
Aerospace & Defense	6.36	-
Agricultural, Commercial & Construction Vehicles	0.62	1.53
Auto Components	3.78	2.22
Beverages	0.84	-
Finance	0.26	10.08
Ferrous Metals	3.53	2.46
Power	1.52	-
Consumer Durables	-	3.64
Realty	-	2.13
Industrial Manufacturing	-	0.71
Food Products	-	1.85
Leisure Services	-	1.3
Healthcare Services	-	2.01
Transport Infrastructure	-	1.2