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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) | ₹53293 Cr | ₹25685 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 | -2.13% | -1.74% |
| 6 Month | 13.47% | 7.67% |
| 1 Year | 4.55% | 3.83% |
| 3 Year | 16.26% | 9.66% |
| 5 Year | 19.38% | 16.28% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 3.83% | 2.57% |
| 1 Year | 9.1% | 3.19% |
| 3 Year | 15.7% | 11.36% |
| 5 Year | 15.61% | 10.18% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 12.26% | 13.78% |
| 3 Year | 15.22% | 13.1% |
| 5 Year | 15.42% | 14.88% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 12.86% | 12.32% |
| Sharp | 0.85% | 0.38% |
| Beta | 0.93% | 0.82% |
| Alpha | 1.56% | -3.58% |
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 | 2.62 | 16.57 |
| Large Cap | 68.99 | 51.8 |
| Small Cap | 4.67 | 11.36 |
| Mid Cap | 23.72 | 20.27 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 2.22 | 3.93 |
| Communication Services | 3.09 | 7.29 |
| Energy | 6.01 | - |
| Technology | 7.27 | 15.1 |
| Consumer Cyclical | 10.29 | 19.56 |
| Healthcare | 3.18 | 11.36 |
| Industrials | 21.34 | 6.5 |
| Consumer Defensive | 2.58 | 5.69 |
| Basic Materials | 14.86 | 6.63 |
| Financial Services | 25.57 | 23.94 |
| Utilities | 3.59 | - |
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