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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) | ₹56885 Cr | ₹3670 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 | -1.24% | -0.5% |
| 6 Month | 0.41% | 0.45% |
| 1 Year | 8.11% | 10.28% |
| 3 Year | 16.74% | 16.96% |
| 5 Year | 16.06% | 14.39% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.85% | 1.79% |
| 1 Year | 12.67% | 11.26% |
| 3 Year | 14.37% | 14.17% |
| 5 Year | 14.75% | 13.83% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.89% | 12.36% |
| 3 Year | 15.46% | 15.61% |
| 5 Year | 15.56% | 15.89% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.26% | 11.4% |
| Sharp | 0.81% | 0.86% |
| Beta | 0.92% | 0.82% |
| Alpha | 0.98% | 1.56% |
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 | 6.04 | 8.06 |
| Large Cap | 67.83 | 65.81 |
| Mid Cap | 23.15 | 14.14 |
| Small Cap | 2.98 | 11.99 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 2.34 | 6.96 |
| Communication Services | 3.18 | 1.68 |
| Energy | 6.05 | 5.27 |
| Technology | 6.88 | 11.52 |
| Consumer Cyclical | 11.92 | 10.91 |
| Basic Materials | 13.88 | 11.95 |
| Healthcare | 2.88 | 5.13 |
| Industrials | 18.75 | 6.2 |
| Consumer Defensive | 2.25 | 8.67 |
| Financial Services | 28.68 | 27.07 |
| Utilities | 3.2 | 1.97 |
| Real Estate | - | 2.68 |
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