Aditya Birla Sun Life Flexi Cap Fund vs Kotak Flexi Cap Fund
Over the last 3 years, Aditya Birla Sun Life Flexi Cap Fund returned 16.6% a year against 13.3% for Kotak Flexi Cap Fund (Direct plans). Kotak Flexi Cap Fund costs less (0.66% a year, Direct). They hold 22 stocks in common; the portfolio overlap is 36%. Data as of 5 Nov 2026.
| Aditya Birla Sun Life Flexi Cap Fund | Kotak Flexi Cap Fund | |
|---|---|---|
| Category | Flexi Cap | Flexi Cap |
| Fund house | Aditya Birla Sun Life Mutual Fund | Kotak Mahindra Mutual Fund |
| Benchmark (TRI) | Nifty 500 | Nifty 500 |
| Age | 13.8 years | 13.8 years |
| AUM | ₹28,241 cr | ₹55,674 cr |
| Direct plan | ||
| Rating | A | B |
| Expense ratio | 0.90% | 0.66% |
| 1Y return | 6.5% | -0.5% |
| 3Y return (a year) | 16.6% | 13.3% |
| 5Y return (a year) | 11.7% | 10.7% |
| 3Y vs index | +4.6% | +1.2% |
| Regular plan | ||
| Rating | A | B |
| Expense ratio | 1.67% | 1.48% |
| 1Y return | 5.7% | -1.3% |
| 3Y return (a year) | 15.7% | 12.3% |
| 5Y return (a year) | 10.8% | 9.8% |
| 3Y vs index | +3.6% | +0.3% |
| Risk and portfolio | ||
| Volatility, 3Y | 13.4% | 14.1% |
| Max fall, 5Y | -19.5% | -17.8% |
| Down capture, 3Y | 82 | 90 |
| Stocks held | 80 | 55 |
| Top 10 holdings | 27% | 42% |
Common questions
Aditya Birla Sun Life Flexi Cap Fund or Kotak Flexi Cap Fund: which has done better?
Over the last 3 years, Aditya Birla Sun Life Flexi Cap Fund returned 16.6% a year against 13.3% for Kotak Flexi Cap Fund (Direct plans).
How much do Aditya Birla Sun Life Flexi Cap Fund and Kotak Flexi Cap Fund overlap?
They hold 22 stocks in common; the portfolio overlap is 36%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.