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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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Kotak Standard Multicap Fund Direct Growth

Equity
Multi Cap
4.0 star
INVEST NOW
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Axis Focused 25 Direct Plan Growth

Equity
Focused
5.0 star
INVEST NOW
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Kotak Standard Multicap Fund Direct Growth

(-1.9%)

Axis Focused 25 Direct Plan Growth

(-0.1%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹500₹500-
Expense Ratio0.73%0.67%-
NAV₹37.5 (29-Sep-2020)₹32.0 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹29,714Cr₹11,372Cr-
Returns
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1Y
-1.9%
-0.1%
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3Y
4.6%
7.3%
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5Y
10.1%
12.5%
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Pros & Cons
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Pros
1. Lower expense ratio - 0.72%
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
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Cons
1. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. Risk-adjusted returns are lower compared to the category
3. 1Y Returns are lower than the category average returns
1. Risk-adjusted returns are lower compared to the category
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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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Turn Over
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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
Reliance Industries Ltd.
9.4%
ICICI Bank Ltd.
5.8%
Infosys Ltd.
5.8%
HDFC Bank Ltd.
5.5%
Tata Consultancy Services Ltd.
4.9%
Ultratech Cement Ltd.
4.0%
Hindustan Unilever Ltd.
3.7%
Larsen & Toubro Ltd.
3.6%
Axis Bank Ltd.
3.4%
SRF Ltd.
2.6%
Name
Assets
Bajaj Finance Ltd.
8.5%
Tata Consultancy Services Ltd.
8.0%
Kotak Mahindra Bank Ltd.
7.6%
Reliance Industries Ltd.
7.4%
HDFC Bank Ltd.
7.1%
Avenue Supermarts Ltd.
5.9%
Divi's Laboratories Ltd.
5.7%
Maruti Suzuki India Ltd.
5.3%
Supreme Industries Ltd.
4.7%
Housing Development Finance Corpn. Ltd.
4.6%
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Fund Manager
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Name
Harsha Upadhyaya
Jinesh Gopani
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Education

Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.

Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.

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Experience

Prior to joining Kotak Mutual fund he has worked with DSP Mutual Fund and UTI AMC.

Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.

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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.

Axis Mutual Fund started their mutual fund on 04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017.

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Launch Date
23 Jun 1998
04 Sep 2009
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Custodian
Deutsche Bank
Deutsche Bank
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Registrar & Transfer Agent
Cams
KFin Tech
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