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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 3.81% 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%

SIP Return Analysis

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%

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 0.7% 0.68%
Beta 0.92% 0.8%
Alpha 0.98% 0.81%

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

Sector Allocation

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

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