Home>Mutual Funds>Compare>Compare Kotak Small Cap Fund Direct Growth with SBI Flexicap Fund Direct Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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Kotak Small Cap Fund Direct Growth

Equity
Small Cap
4.0star
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SBI Flexicap Fund Direct Growth

Equity
Flexi Cap
3.0star
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Kotak Small Cap Fund Direct Growth

(121.0%)

SBI Flexicap Fund Direct Growth

(55.5%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹1000₹500-
Expense Ratio0.52%0.87%-
NAV₹166.1 (26-Jul-2021)₹75.9 (26-Jul-2021)-
Fund Started01-Jan-201304-Jan-2013-
Fund Size₹4,765Cr₹13,827Cr-
Returns
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1Y
121.0%
55.5%
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3Y
28.3%
15.0%
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5Y
21.8%
15.0%
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Pros & Cons
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Pros
1. Lower expense ratio - 0.52%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
1. Lower expense ratio - 0.87%
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
4. 1Y Returns are higher than the category average returns
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Cons
Found nothing so far.
1. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
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Holding Analysis

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Top 5
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Top 20
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P/E
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P/B
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Turnover
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Equity
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
Century Plyboards (India) Ltd.
4.6%
Sheela Foam Ltd.
3.6%
Carborundum Universal Ltd.
3.6%
Persistent Systems Ltd.
3.3%
Lux Industries Ltd.
3.3%
Galaxy Surfactants Ltd.
3.1%
Blue Star Ltd.
2.9%
Supreme Industries Ltd.
2.8%
Ratnamani Metals & Tubes Ltd.
2.8%
Somany Ceramics Ltd.
2.5%
Name
Assets
HDFC Bank Ltd.
8.0%
ICICI Bank Ltd.
7.3%
HCL Technologies Ltd.
4.5%
Axis Bank Ltd.
3.4%
Infosys Ltd.
3.2%
Hindalco Industries Ltd.
3.1%
State Bank of India
3.1%
Larsen & Toubro Ltd.
3.0%
Crompton Greaves Consumer Electricals Ltd.
3.0%
Tech Mahindra Ltd.
2.4%
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Fund Manager
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Name
Pankaj Tibrewal
Anup Upadhyay
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Education
Mr. Tibrewal is a B.Com (H) from St.Xavier's College Kolkata and MBA (Finance) from Manchester University, U.K.
Mr. Upadhyay is a B.Tech (Hons) degree and PGDM.
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Experience
Prior to joining Kotak AMC he has worked with Principal Asset Management Company. as Fund Manager.
He has over 16 years experience with over 13 years of experience in the area of financial services. He joined SBIFMPL in May, 2007 as an analyst. He is Head of Research and currently he is also a fund manager in various schemes.
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About Fund
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Description

Kotak Mahindra Mutual Fund started their mutual fund on 23/06/1998 and its managing total assets of ₹1,10,832 Cr. Its ranked at 7 as per total assets at end of 30th Sep 2017.

SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 as per total assets at end of 30th Sep 2017.

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Launch Date

23 Jun 1998

29 Jun 1987

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Custodian

Deutsche Bank

Citibank NA

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Registrar & Transfer Agent

Cams

Cams

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