Compare Kotak Flexicap Fund Direct Growth vs DSP Focus Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Kotak Flexicap Fund Direct GrowthEquity
Flexi Cap
3.0
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DSP Focus Direct Plan GrowthEquity
Focused
2.0
INVEST NOW
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Kotak Flexicap Fund Direct Growth

(38.2%)

DSP Focus Direct Plan Growth

(44.4%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹100	₹100	-
Expense Ratio	0.64%	1.04%	-
NAV	₹82.5 (25-Apr-2024)	₹50.5 (25-Apr-2024)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹45,912Cr	₹2,189Cr	-
Exit Load	For units in excess of 10% of the investment,1% will be charged for redemption within 365 days	Exit load of 1% if redeemed less than 12 months	-

Returns

1Y
38.2%
44.4%
-
3Y
20.0%
17.8%
-
5Y
17.0%
16.1%
-

Pros & Cons

Pros
1. Lower expense ratio: 0.64%2. 3Y, 5Y and 10Y annualised returns higher than category average
1. Lower expense ratio: 1.04%2. 1Y and 10Y annualised returns higher than category average
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Cons
1. 1Y annualised returns lower than category average by 2.57%
1. 3Y and 5Y annualised returns lower than category average2. Low rating: 2
-

Holding Analysis

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

Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
6.4%
Larsen & Toubro Ltd.
5.1%
Bharat Electronics Ltd.
4.8%
Ultratech Cement Ltd.
4.4%
HDFC Bank Ltd.
4.3%
Maruti Suzuki India Ltd.
4.2%
State Bank of India
4.1%
SRF Ltd.
4.0%
Axis Bank Ltd.
4.0%
Infosys Ltd.
3.9%
Name
Assets
Bajaj Finance Ltd.
7.3%
Polycab India Ltd.
4.8%
ICICI Bank Ltd.
4.7%
HDFC Bank Ltd.
4.5%
Ipca Laboratories Ltd.
4.5%
GAIL (India) Ltd.
3.9%
Tata Motors Ltd.
3.8%
Infosys Ltd.
3.8%
The Phoenix Mills Ltd.
3.5%
Hero Motocorp Ltd.
3.5%
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Fund Manager

Name
Harsha Upadhyaya
Vinit Sambre
-
Education
Mr. Upadhyaya is a B.E (Mechanical) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.
Mr. Sambre is a B.Com and FCA.
-
Experience
Prior to joining Kotak Mutual fund he has worked with DSP Mutual Fund and UTI AMC.
Prior to joining DSP he was associated with DSP Merrill Lynch Ltd.(Nov 2005 to Jun 2007), IL & FS Investsmart Ltd. (Dec 2002 to Oct 2005), Unit Trust of India Investment Advisory Services Ltd.(Jun 2000 to Dec 2002), Kisan Ratilal Choksey Shares and Securities Pvt. Ltd. (March 1999 to May 2000) and Credit Rating Information Service of India Ltd.(Apr 1998 to Feb 1999).
-

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.
DSP BlackRock Mutual Fund started their mutual fund on 16/12/1996 and its managing total assets of ₹78,763 Cr. Its ranked at 9 as per total assets at end of 30th Sep 2017.
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Launch Date
05 Aug 1994
16 Dec 1996
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Custodian
Deutsche Bank
Citibank NA
-
Registrar & Transfer Agent
Cams
Cams
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