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	3.37%	3.39%
6 Month	-0.06%	-1.68%
1 Year	7.2%	12.8%
3 Year	15.92%	9.09%
5 Year	21.32%	18.94%

Scheme Name	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option
6 Month	2.72%	1.86%
1 Year	-0.99%	1.66%
3 Year	16%	12.43%
5 Year	16.31%	11.92%

Scheme Name	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option
1 Year	12.91%	14.12%
3 Year	15.14%	13.17%
5 Year	15.31%	14.82%

Scheme Name	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option
Standard Deviation	12.26%	14.334%
Sharp	0.5%	0.03%
Beta	0.93%	0.9%
Alpha	0.59%	-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	2.55	4.19
Large Cap	69.56	60.78
Small Cap	4.4	11.6
Mid Cap	23.49	23.42

Scheme Name	Kotak Flexicap Fund - Growth	UTI Flexi Cap Fund - Growth Option
Others	2.55	4.19
Telecom - Services	2.97	-
Petroleum Products	4.38	-
IT - Software	9.57	-
Retailing	2.8	-
Pharmaceuticals and Biotechnology	2.03	-
Construction	4.77	-
Diversified FMCG	1.25	-
Non - Ferrous Metals	0.84	-
Banks	22.97	-
Pharmaceuticals & Biotechnology	1.49	-
Cement & Cement Products	0.8	-
Chemicals and Petrochemicals	6.41	-
Personal Products	0.55	-
Transport Services	3.46	-
Capital Markets	1.62	-
Gas	2.91	-
Electrical Equipment	1.61	-
Automobiles	3.56	-
Fertilizers & Agrochemicals	0.77	-
Insurance	0.59	-
Industrial Products	0.74	-
Aerospace and Defense	0.33	-
Agricultural, Commercial & Construction Vehicles	0.51	-
Aerospace & Defense	5.26	-
Cement and Cement Products	5.34	-
Auto Components	3.78	-
Beverages	0.89	-
Finance	0.26	-
Ferrous Metals	3.58	-
Power	1.41	-
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