UTI vs Kotak Flexicap Fund compare

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Kotak Flexicap Fund - Growth

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UTI Flexi Cap Fund - Growth Option

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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	UTI Flexi Cap Fund - Growth Option
Fund	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹49112 Cr	₹25096 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	11 Sep 2009	01 Aug 2005
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	16.04%	8%
Expense Ratio	1.48	1.69
Manager	Harsha Upadhyaya	Ajay Tyagi
ISIN Code	INF174K01336	INF789F01513
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	UTI 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	UTI Flexi Cap Fund - Growth Option
1 Month	3.48%	1.76%
6 Month	0.84%	-2.88%
1 Year	5.45%	9.56%
3 Year	21.59%	14.93%
5 Year	21.91%	19.21%

Scheme Name	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option
6 Month	10.21%	6.44%
1 Year	12.3%	6.17%
3 Year	18.29%	12.99%
5 Year	17.27%	11.65%

Scheme Name	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option
1 Year	12.51%	13.92%
3 Year	15.11%	13.08%
5 Year	15.35%	14.85%

Scheme Name	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option
Standard Deviation	12.26%	14.334%
Sharp	0.9%	0.03%
Beta	0.93%	0.9%
Alpha	0.93%	-5.578%

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Scheme Name	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option
Name	Harsha Upadhyaya	Ajay Tyagi
Total AUM	₹139411 Cr	₹26424 Cr
Funds Managed	11	1
	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option

Scheme Name	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option
Others	1.95	4.19
Large Cap	70.01	60.78
Small Cap	4.39	11.6
Mid Cap	23.65	23.42

Scheme Name	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option
Others	1.95	4.19
Telecom - Services	3.16	-
Petroleum Products	4.74	-
IT - Software	8.1	-
Retailing	2.6	-
Pharmaceuticals & Biotechnology	3.32	-
Construction	4.43	-
Diversified FMCG	1.2	-
Non - Ferrous Metals	0.74	-
Banks	23.72	-
Cement & Cement Products	6.23	-
Chemicals & Petrochemicals	6.91	-
Personal Products	0.62	-
Transport Services	3.42	-
Capital Markets	1.7	-
Gas	2.88	-
Electrical Equipment	1.46	-
Automobiles	3.29	-
Fertilizers & Agrochemicals	0.74	-
Insurance	0.69	-
Industrial Products	0.67	-
Aerospace & Defense	6.1	-
Agricultural, Commercial & Construction Vehicles	0.59	-
Auto Components	3.79	-
Beverages	0.88	-
Finance	0.23	-
Power	2.49	-
Ferrous Metals	3.35	-
Industrials	-	6.13
Technology	-	15.25
Basic Materials	-	6.76
Healthcare	-	11.29
Financial Services	-	25.21
Consumer Cyclical	-	19.16
Consumer Defensive	-	5.44
Communication Services	-	6.56