All comparisons
Head-to-head
Union Flexi Cap Fund - Direct Plan - Growth OptionvsKotak Flexi Cap Fund - Direct Plan - Growth
Side-by-side comparison of Union Flexi Cap Fund - Direct Plan - Growth Option and Kotak Flexi Cap Fund - Direct Plan - Growth — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
flexi cap
Union Flexi Cap Fund - Direct Plan - Growth Option
3Y ago₹1.42 L
5Y ago₹1.69 L
flexi cap
Kotak Flexi Cap Fund - Direct Plan - Growth
3Y ago₹1.43 L
5Y ago₹1.72 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Union Flexi Cap Fund - Direct P… | Kotak Flexi Cap Fund - Direct P… |
|---|---|---|
| Fund house | Union Mutual Fund | Kotak Mahindra Mutual Fund |
| Category | Equity Scheme - Flexi Cap Fund | Equity Schemes - Flexi Cap Fund |
| Latest NAV | ₹59.62 | ₹97.359 |
| Assets managed (AUM) | — | — |
| 1Y return | 6.03% | 3.48% |
| 3Y CAGR | 12.30% | 12.75% |
| 5Y CAGR | 11.13% | 11.47% |
| Since inception CAGR | 13.20% | 15.57% |
| Bumpiness · 3Y (annualised σ) | 14.02 | 14.50 |
| Worst drop ever | -35.36% | -37.31% |
| Sharpe · 3Y (rf=6%) | 0.42 | 0.44 |
Explore each fund individually
Want to compare more than two? Add up to 3 more funds on the full compare page.