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
4.0 star
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Kotak India EQ Contra Fund Direct Growth

Equity
Value
5.0 star
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Kotak Flexicap Fund Direct Growth

(62.4%)

Kotak India EQ Contra Fund Direct Growth

(70.9%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹500₹1000-
Expense Ratio0.61%1.03%-
NAV₹49.5 (09-Apr-2021)₹78.4 (09-Apr-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹34,744Cr₹943Cr-
Returns
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1Y
62.4%
70.9%
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3Y
12.7%
14.6%
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5Y
17.1%
18.6%
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Pros & Cons
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Pros
1. Lower expense ratio - 0.61%
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

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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
NaN%
NaN%
NaN%
Cash
NaN%
NaN%
NaN%

Top Holdings

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Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
7.8%
Reliance Industries Ltd.
6.3%
HDFC Bank Ltd.
6.2%
Infosys Ltd.
5.9%
Ultratech Cement Ltd.
5.4%
Tata Consultancy Services Ltd.
5.0%
Axis Bank Ltd.
4.0%
Larsen & Toubro Ltd.
3.8%
Hindustan Unilever Ltd.
3.0%
State Bank of India
2.9%
Name
Assets
ICICI Bank Ltd.
8.2%
Infosys Ltd.
6.6%
HDFC Bank Ltd.
6.6%
Reliance Industries Ltd.
6.5%
State Bank of India
4.3%
Ultratech Cement Ltd.
3.7%
Axis Bank Ltd.
3.5%
Larsen & Toubro Ltd.
3.0%
Bharti Airtel Ltd.
2.8%
Tata Consultancy Services Ltd.
2.7%
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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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