⚖ Kotak Flexi Cap Fund vs Parag Parikh Flexi Cap Fund
Abundance Financial Services · ARN-251838
FUND
Kotak Flexi Cap Fund
Kotak Mahindra Mutual Fund
Parag Parikh Flexi Cap Fund
PPFAS Mutual Fund
📊 Returns Across All Time Horizons
1 Month
-3.3%
-1.2%↑ best
3 Months
-2.0%
-0.5%↑ best
6 Months
+4.9%↑ best
+2.0%
1 Year
-3.1%↑ best
-5.4%
3 Years
+10.2%
+11.6%↑ best
5 Years
+9.3%
+10.4%↑ best
7 Years
+13.2%
+18.2%↑ best
10 Years
+12.1%
+16.2%↑ best
Inception
+13.3%
+17.1%↑ best
📉 Risk Metrics
Volatility
14.2%
10.6%
Max Drawdown
-15.6%
-14.5%
Return/Risk
0.72
1.09
🏅 Category Peer-Rank
Rank by 3Y Return
#22 of 37
#16 of 37
💰 Wealth Simulation
Lumpsum (₹1L MF · ₹10L SIF min.)
1Y
₹96,860
₹3,140
→
3Y
₹1,33,682
+₹33,682
→
5Y
₹1,55,991
+₹55,991
1Y
₹94,620
₹5,380
→
3Y
₹1,39,030
+₹39,030
→
5Y
₹1,64,149
+₹64,149
📊 Portfolio Overlap & Structure
Portfolio Overlap
27.2%
overlap
27.2%
overlap
🏛 Market Cap Breakdown
Large Cap Equity
62.0%
77.5%
Mid Cap Equity
22.8%
4.1%
Small Cap Equity
3.2%
3.5%
Debt / Cash / Other
11.9%
14.9%
🏢 Top Sectors per Fund
Top Sector Allocation
31.1%
16.2%
14.6%
11.8%
9.0%
26.7%
21.9%
9.2%
7.6%
6.1%
Overall Leader: Parag Parikh Flexi Cap Fund
Parag Parikh Flexi Cap Fund by PPFAS Mutual Fund ranks highest across the metrics compared — weighted toward long-term consistency (5Y/7Y/10Y and Return/Risk count most, 1M/3M count least), averaged only over the periods each fund actually has data for so a newer fund isn't penalized for not existing that long.
Important Disclosure:This comparison is for informational and educational purposes only and does not constitute investment advice. Data sourced from AMFI (mutual funds) and SEBI-regulated SIF disclosures. Past performance is not indicative of future returns. Abundance Financial Services. Atin Kumar Agrawal · ARN-251838 · AMFI Registered Mutual Fund & SIF Distributor.