Home>Mutual Funds>Compare>Compare Kotak Standard Multicap Fund Direct Growth with Kotak India EQ Contra Fund Direct Growth
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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
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Kotak India EQ Contra Fund Direct Growth

Equity
Contra
4.0 star
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Kotak Standard Multicap Fund Direct Growth

(16.5%)

Kotak India EQ Contra Fund Direct Growth

(20.1%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹500₹1000-
Expense Ratio0.64%1.00%-
NAV₹47.3 (21-Jan-2021)₹73.9 (21-Jan-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹33,462Cr₹876Cr-
Returns
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1Y
16.5%
20.1%
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3Y
9.7%
11.9%
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5Y
17.1%
18.3%
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Pros & Cons
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Pros
1. Lower expense ratio - 0.73%
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.
8.0%
HDFC Bank Ltd.
6.3%
ICICI Bank Ltd.
6.3%
Infosys Ltd.
6.3%
Tata Consultancy Services Ltd.
5.6%
Ultratech Cement Ltd.
4.5%
Axis Bank Ltd.
3.6%
Hindustan Unilever Ltd.
3.4%
Larsen & Toubro Ltd.
3.4%
SRF Ltd.
3.0%
Name
Assets
Reliance Industries Ltd.
7.6%
HDFC Bank Ltd.
7.4%
ICICI Bank Ltd.
7.4%
Infosys Ltd.
6.6%
Tata Consultancy Services Ltd.
3.4%
Axis Bank Ltd.
3.1%
Ultratech Cement Ltd.
3.1%
State Bank of India
2.8%
Larsen & Toubro Ltd.
2.6%
Bharti Airtel Ltd.
2.5%
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Fund Manager
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Name
Harsha Upadhyaya
Deepak Gupta
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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. Gupta is a B.Com (H), CA, Cost Accountant and CFA.

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Experience

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

He has been associated with Kotak AMC since 2007.

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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.

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.

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Launch Date
23 Jun 1998
23 Jun 1998
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Custodian
Deutsche Bank
Deutsche Bank
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Registrar & Transfer Agent
Cams
Cams
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