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Home>Mutual Funds>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
3.0star
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

(51.9%)

Kotak India EQ Contra Fund Direct Growth

(60.4%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹500₹1000-
Expense Ratio0.64%0.98%-
NAV₹59.2 (27-Oct-2021)₹96.4 (27-Oct-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹38,609Cr₹1,169Cr-
Returns
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1Y
51.9%
60.4%
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3Y
22.6%
24.7%
-
5Y
16.5%
19.4%
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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: 1.58 The fund has generated returns higher than benchmark - NIFTY 100 TRI - in the last 3Y
3. Lower expense ratio: 0.98%
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Cons
1. Higher AUM: 38608Cr. Funds with a higher AUM tend to have lower returns in the future
Found nothing so far.
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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
ICICI Bank Ltd.
7.7%
HDFC Bank Ltd.
6.8%
Infosys Ltd.
6.3%
Reliance Industries Ltd.
6.2%
State Bank of India
4.2%
Tata Consultancy Services Ltd.
3.7%
Larsen & Toubro Ltd.
3.6%
Ultratech Cement Ltd.
3.4%
Bharti Airtel Ltd.
3.0%
Axis Bank Ltd.
3.0%
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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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