Home>Mutual Funds>Compare>Compare Kotak Flexicap 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 Flexicap Fund Direct Growth
Equity
Flexi Cap
4.0star
INVEST NOW
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Kotak India EQ Contra Fund Direct Growth
Equity
Contra
5.0star
INVEST NOW
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Kotak Flexicap Fund Direct Growth
(45.7%)
Kotak India EQ Contra Fund Direct Growth
(53.1%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹1000 | - |
| Expense Ratio | 0.66% | 0.98% | - |
| NAV | ₹53.9 (26-Jul-2021) | ₹86.4 (26-Jul-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹36,355Cr | ₹1,049Cr | - |
Returns
keyboard_arrow_up1Y
45.7%
53.1%
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3Y
14.1%
16.1%
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5Y
15.4%
17.6%
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Pros & Cons
keyboard_arrow_upPros
1. Lower expense ratio - 0.66%
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. 3Y Returns are higher than the category average returns
2. 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. 1Y Returns are lower than the category average returns
1. 1Y Returns are lower than the category average returns
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Holding Analysis
keyboard_arrow_upTop 5
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Top 20
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P/E
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P/B
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Turnover
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Equity
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Cash
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Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
ICICI Bank Ltd.
7.8%
Infosys Ltd.
7.0%
HDFC Bank Ltd.
5.7%
Ultratech Cement Ltd.
5.6%
Reliance Industries Ltd.
5.6%
Tata Consultancy Services Ltd.
5.0%
Axis Bank Ltd.
3.9%
Larsen & Toubro Ltd.
3.7%
SRF Ltd.
3.6%
State Bank of India
3.5%
Name
Assets
ICICI Bank Ltd.
7.7%
Infosys Ltd.
7.5%
Reliance Industries Ltd.
5.8%
HDFC Bank Ltd.
5.4%
State Bank of India
4.4%
Ultratech Cement Ltd.
3.6%
Axis Bank Ltd.
3.2%
Larsen & Toubro Ltd.
2.9%
Tata Consultancy Services Ltd.
2.7%
Supreme Industries Ltd.
2.5%
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Fund Manager
keyboard_arrow_upName
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
keyboard_arrow_upDescription
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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