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	3.48%	2.59%
6 Month	0.84%	2.39%
1 Year	5.45%	9.04%
3 Year	21.59%	19.15%
5 Year	21.91%	19.93%

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	10.21%	8.65%
1 Year	12.3%	11.42%
3 Year	18.29%	17.64%
5 Year	17.27%	15.87%

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	1.95	6.37
Large Cap	70.01	58.68
Small Cap	4.39	21.18
Mid Cap	23.65	13.77

Scheme Name	Kotak Flexicap Fund - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	1.95	4.72
Telecom - Services	3.16	1.49
Petroleum Products	4.74	4.72
IT - Software	8.1	4.12
Retailing	2.6	4.7
Pharmaceuticals & Biotechnology	3.32	3.06
Construction	4.43	3.86
Diversified FMCG	1.2	2.45
Non - Ferrous Metals	0.74	0.9
Banks	23.72	23.7
Cement & Cement Products	6.23	6.74
Chemicals & Petrochemicals	6.91	-
Personal Products	0.62	3.11
Transport Services	3.42	0.37
Capital Markets	1.7	1.96
Gas	2.88	-
Electrical Equipment	1.46	-
Automobiles	3.29	3.14
Fertilizers & Agrochemicals	0.74	0.38
Insurance	0.69	1.14
Industrial Products	0.67	-
Aerospace & Defense	6.1	-
Agricultural, Commercial & Construction Vehicles	0.59	1.46
Auto Components	3.79	2.68
Beverages	0.88	-
Finance	0.23	10.08
Power	2.49	-
Ferrous Metals	3.35	2.64
Consumer Durables	-	3.92
Realty	-	2.35
Industrial Manufacturing	-	0.07
Food Products	-	1.88
Leisure Services	-	1.18
Healthcare Services	-	2.01
Transport Infrastructure	-	1.17