Compare Kotak Flexicap Fund Direct Growth vs Kotak India EQ Contra Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Kotak Flexicap Fund Direct GrowthEquity
Flexi Cap
3.0
Kotak India EQ Contra Fund Direct GrowthEquity
Value Oriented
4.0
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Kotak Flexicap Fund Direct Growth

(27.1%)

Kotak India EQ Contra Fund Direct Growth

(34.5%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹100
₹100
-
Expense Ratio
0.61%
0.55%
-
NAV
₹92.9 (12-Dec-2024)
₹177.2 (12-Dec-2024)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹53,844Cr
₹4,047Cr
-
Exit Load
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 within 90 days.
-

Returns

1Y
27.1%
34.5%
-
3Y
17.4%
23.8%
-
5Y
18.7%
24.4%
-

Pros & Cons

Pros
1.Lower expense ratio: 0.61%2.3Y and 10Y annualised returns higher than category average3.Higher alpha: 1.61 
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y 
1.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2.Higher alpha: 8.04 
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y 3.Lower expense ratio: 0.55%
-

Cons
1.1Y and 5Y annualised returns lower than category average
Found nothing so far.
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
6.8%
HDFC Bank Ltd.
5.5%
Bharat Electronics Ltd.
5.5%
Larsen & Toubro Ltd.
4.1%
Infosys Ltd.
4.0%
State Bank of India
3.9%
Ultratech Cement Ltd.
3.8%
Axis Bank Ltd.
3.7%
Jindal Steel & Power Ltd.
3.5%
SRF Ltd.
2.8%
Name
Assets
ICICI Bank Ltd.
5.4%
Infosys Ltd.
4.2%
HDFC Bank Ltd.
3.8%
State Bank of India
3.2%
Tech Mahindra Ltd.
3.1%
Mphasis Ltd.
3.1%
Bharti Airtel Ltd.
2.8%
Reliance Industries Ltd.
2.5%
Hindustan Unilever Ltd.
2.3%
Hero Motocorp Ltd.
2.1%
-

Fund Manager

Name
Harsha Upadhyaya
Shibani Sircar Kurian
-
Education
Mr. Upadhyaya is a B.E (Mechanical) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.
Ms. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-Economics
-
Experience
Prior to joining Kotak Mutual fund he has worked with DSP Mutual Fund and UTI AMC.
Prior to joining Kotak AMC, she was working with Dawnay Day AV India Advisors Pvt Ltd and UTI AMC.
-

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.
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.
-
Launch Date
05 Aug 1994
05 Aug 1994
-
Custodian
Deutsche Bank
Deutsche Bank
-
Registrar & Transfer Agent
Cams
Cams
-

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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Kotak Flexicap Fund Direct Growth

Kotak India EQ Contra Fund Direct Growth

Add a fund

Kotak Flexicap Fund Direct Growth

Kotak India EQ Contra Fund Direct Growth

1.Lower expense ratio: 0.61%

2.3Y and 10Y annualised returns higher than category average

3.Higher alpha: 1.61 The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y

1.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

2.Higher alpha: 8.04 The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y

3.Lower expense ratio: 0.55%

1.1Y and 5Y annualised returns lower than category average

Found nothing so far.

Holding Analysis

Top Holdings

Popular Comparisons