Kotak Flexicap Fund vs Aditya Birla Sun Life Flexi Cap Fund
Updated June 2026 · both Flexi Cap funds · metrics from AMFI NAVs
In short: Aditya Birla Sun Life Flexi Cap Fund has the higher 3-year return (+16.35%); Kotak Flexicap Fund has the lower expense ratio (0.59%); Aditya Birla Sun Life Flexi Cap Fund has the better risk-adjusted return (Sharpe 0.55). This is analysis from past data, not a recommendation.
| Metric | Kotak Flexicap Fund | Aditya Birla Sun Life Flexi Cap Fund |
|---|---|---|
| 1Y return | -3.95% | +1.71% |
| 3Y CAGR | +13.50% | +16.35% |
| 5Y CAGR | +12.01% | +12.57% |
| Sharpe ratio | 0.50 | 0.55 |
| Max drawdown | -17.8% | -20.0% |
| Volatility | 14.1% | 14.1% |
| Alpha | +1.07% | +3.25% |
| Expense ratio (Direct) | 0.59% | 0.85% |
| AUM | ₹55.5K Cr | ₹24.7K Cr |
Winner on each row highlighted (lower is better for expense ratio and volatility; max drawdown closer to zero is better). Computed from AMFI NAVs - see methodology. No paid placement.
FAQ
Which has the lower expense ratio?
Kotak Flexicap Fund has the lower Direct-plan expense ratio (0.59%), versus 0.85% for the other. Over long horizons a lower TER compounds into a meaningful difference.
Which has performed better over 3 years?
Aditya Birla Sun Life Flexi Cap Fund has the higher 3-year CAGR (+16.35%). Past performance does not predict future returns - check volatility and drawdown too, shown above.
How are these figures calculated?
All returns, risk metrics and alpha are computed independently from AMFI daily NAVs using a disclosed methodology. FindMF takes no commission and this comparison is not a recommendation.