Kotak Flexicap Fund vs SBI Flexicap Fund
Updated June 2026 · both Flexi Cap funds · metrics from AMFI NAVs
In short: Kotak Flexicap Fund has the higher 3-year return (+13.50%); Kotak Flexicap Fund has the lower expense ratio (0.59%); Kotak Flexicap Fund has the better risk-adjusted return (Sharpe 0.50). This is analysis from past data, not a recommendation.
| Metric | Kotak Flexicap Fund | SBI Flexicap Fund |
|---|---|---|
| 1Y return | -3.95% | -3.95% |
| 3Y CAGR | +13.50% | +9.41% |
| 5Y CAGR | +12.01% | +9.34% |
| Sharpe ratio | 0.50 | 0.37 |
| Max drawdown | -17.8% | -16.6% |
| Volatility | 14.1% | 13.0% |
| Alpha | +1.07% | -2.44% |
| Expense ratio (Direct) | 0.59% | 1.33% |
| AUM | ₹55.5K Cr | ₹22.9K 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 1.33% for the other. Over long horizons a lower TER compounds into a meaningful difference.
Which has performed better over 3 years?
Kotak Flexicap Fund has the higher 3-year CAGR (+13.50%). 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.