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UTI vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
UTI Flexi Cap Fund - Growth Option
Chart Comparison
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) | ₹56885 Cr | ₹25575 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 | 1.46 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Month | -1.29% | -2.1% |
| 6 Month | 2.97% | 0.87% |
| 1 Year | 6.55% | -0.36% |
| 3 Year | 15.82% | 10.94% |
| 5 Year | 15.84% | 10.66% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 0.22% | -2.37% |
| 1 Year | 10.54% | 2.49% |
| 3 Year | 14.18% | 9.47% |
| 5 Year | 14.67% | 8.71% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 11.89% | 13.36% |
| 3 Year | 15.46% | 12.96% |
| 5 Year | 15.56% | 14.94% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 12.26% | 13.38% |
| Sharp | 0.81% | 0.44% |
| Beta | 0.92% | 0.84% |
| Alpha | 0.98% | -3.07% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 6.04 | 16.48 |
| Large Cap | 67.83 | 52.62 |
| Mid Cap | 23.15 | 19.77 |
| Small Cap | 2.98 | 11.14 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 2.34 | 3.21 |
| Communication Services | 3.18 | 8 |
| Energy | 6.05 | - |
| Technology | 6.88 | 15.13 |
| Consumer Cyclical | 11.92 | 20.99 |
| Basic Materials | 13.88 | 6.13 |
| Healthcare | 2.88 | 10.69 |
| Industrials | 18.75 | 6.74 |
| Consumer Defensive | 2.25 | 5.13 |
| Financial Services | 28.68 | 23.97 |
| Utilities | 3.2 | - |
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