Compare Kotak Flexicap Fund Direct Growth vs Axis Focused Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Kotak Flexicap Fund Direct GrowthEquity
Flexi Cap
3.0
Axis Focused Direct Plan GrowthEquity
Flexi Cap
1.0
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Kotak Flexicap Fund Direct Growth

(27.8%)

Axis Focused Direct Plan Growth

(24.3%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹100
₹100
-
Expense Ratio
0.61%
0.81%
-
NAV
₹93.3 (10-Dec-2024)
₹63.4 (10-Dec-2024)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹53,844Cr
₹14,470Cr
-
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days.
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
-

Returns

1Y
27.8%
24.3%
-
3Y
17.6%
6.7%
-
5Y
19.0%
14.2%
-

Pros & Cons

Pros
1.Lower expense ratio: 0.61%2.3Y and 10Y annualised returns higher than category average3.Higher alpha: 1.61 
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y 
1.Lower expense ratio: 0.81%2.10Y annualised returns higher than category average by 0.34%
-

Cons
1.1Y and 5Y annualised returns lower than category average
1.Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y2.Low rating: 1
-

Holding Analysis

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

Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
6.8%
HDFC Bank Ltd.
5.5%
Bharat Electronics Ltd.
5.5%
Larsen & Toubro Ltd.
4.1%
Infosys Ltd.
4.0%
State Bank of India
3.9%
Ultratech Cement Ltd.
3.8%
Axis Bank Ltd.
3.7%
Jindal Steel & Power Ltd.
3.5%
SRF Ltd.
2.8%
Name
Assets
ICICI Bank Ltd.
8.1%
HDFC Bank Ltd.
7.2%
Torrent Power Ltd.
6.4%
Tata Consultancy Services Ltd.
6.0%
Bajaj Finance Ltd.
5.9%
Bharti Airtel Ltd.
5.7%
Pidilite Industries Ltd.
5.0%
Divi's Laboratories Ltd.
4.6%
Cholamandalam Investment and Finance Company Ltd.
4.0%
Bajaj Auto Ltd.
3.9%
-

Fund Manager

Name
Harsha Upadhyaya
Sachin Relekar
-
Education
Mr. Upadhyaya is a B.E (Mechanical) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.
Mr. Relekar is an MMS(Finance) from Jamnalal Bajaj Institute of Management Studies Mumbai and B.E (Mechanical) from K.E.S. College of Engineering Islampur.
-
Experience
Prior to joining Kotak Mutual fund he has worked with DSP Mutual Fund and UTI AMC.
Prior to joining Axis Mutual Fund, he has worked with Bandhan Mutual Fund (formerly IDFC Mutual Fund), LIC Mutual Fund, Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.
-

About Fund

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
05 Aug 1994
04 Sep 2009
-
Custodian
Deutsche Bank
Deutsche Bank
-
Registrar & Transfer Agent
Cams
KFin Tech
-

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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Kotak Flexicap Fund Direct Growth

Axis Focused Direct Plan Growth

Add a fund

Kotak Flexicap Fund Direct Growth

Axis Focused Direct Plan Growth

1.Lower expense ratio: 0.61%

2.3Y and 10Y annualised returns higher than category average

3.Higher alpha: 1.61 The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y

1.Lower expense ratio: 0.81%

2.10Y annualised returns higher than category average by 0.34%

1.1Y and 5Y annualised returns lower than category average

1.Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y

2.Low rating: 1

Holding Analysis

Top Holdings

Popular Comparisons