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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) ₹53293 Cr ₹3388 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 -0.26% -0.4%
6 Month 13.62% 12.19%
1 Year 3.77% 4.84%
3 Year 16.68% 15.5%
5 Year 19.37% 17.75%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
6 Month 3.83% 2.14%
1 Year 9.1% 5.69%
3 Year 15.7% 14.71%
5 Year 15.61% 14.05%

Rolling Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
1 Year 12.26% 13.08%
3 Year 15.22% 15.55%
5 Year 15.42% 15.57%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation 12.26% 11.4%
Sharp 0.92% 0.91%
Beta 0.93% 0.81%
Alpha 1.21% 1.15%

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 2.62 6.12
Large Cap 68.99 59.56
Small Cap 4.67 19.33
Mid Cap 23.72 14.99

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

Tata Flexi Cap Fund -Regular Plan-Growth

Others 2.22 4.36
Communication Services 3.09 1.22
Energy 6.01 4.1
Technology 7.27 7.7
Consumer Cyclical 10.29 9.85
Healthcare 3.18 4.39
Industrials 21.34 7.9
Consumer Defensive 2.58 11.73
Basic Materials 14.86 13.44
Financial Services 25.57 32.59
Utilities 3.59 -
Real Estate - 2.72

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