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Home>Mutual Funds>Compare Kotak Flexicap Fund Direct Growth with Axis Focused 25 Direct Plan Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

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Kotak Flexicap Fund Direct Growth

Equity
Flexi Cap
3.0star
INVEST NOW
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Axis Focused 25 Direct Plan Growth

Equity
Focused
4.0star
INVEST NOW
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Kotak Flexicap Fund Direct Growth

(51.9%)

Axis Focused 25 Direct Plan Growth

(58.3%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.64%0.59%-
NAV₹59.2 (27-Oct-2021)₹53.6 (27-Oct-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹38,609Cr₹20,334Cr-
Returns
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1Y
51.9%
58.3%
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3Y
22.6%
26.5%
-
5Y
16.5%
20.5%
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Pros & Cons
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Pros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lower expense ratio: 0.64%
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Higher alpha: 3.22 The fund has generated returns higher than benchmark - NIFTY 50 TRI - in the last 3Y
3. Lower expense ratio: 0.59%
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Cons
1. Higher AUM: 38608Cr. Funds with a higher AUM tend to have lower returns in the future
1. Higher AUM: 20333Cr. Funds with a higher AUM tend to have lower returns in the future
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Holding Analysis

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Top 5
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-
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Top 20
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-
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P/E
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-
-
P/B
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-
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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
ICICI Bank Ltd.
8.2%
Infosys Ltd.
6.9%
Reliance Industries Ltd.
6.1%
HDFC Bank Ltd.
5.6%
Ultratech Cement Ltd.
5.5%
Tata Consultancy Services Ltd.
4.9%
SRF Ltd.
4.9%
Larsen & Toubro Ltd.
4.1%
Axis Bank Ltd.
3.8%
State Bank of India
3.6%
Name
Assets
Bajaj Finance Ltd.
10.1%
Avenue Supermarts Ltd.
8.5%
Tata Consultancy Services Ltd.
8.2%
Info Edge (India) Ltd.
8.0%
Pidilite Industries Ltd.
6.0%
Divi's Laboratories Ltd.
5.5%
Kotak Mahindra Bank Ltd.
5.1%
Housing Development Finance Corpn. Ltd.
5.1%
HDFC Bank Ltd.
4.0%
Reliance Industries Ltd.
3.7%
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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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