Home>Mutual Funds>Compare>Compare Kotak Standard Multicap Fund Direct Growth with Kotak India EQ Contra Fund Direct Growth
Compare Funds
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
cancel
Kotak Standard Multicap Fund Direct Growth
Equity
Multi Cap
4.0 star
INVEST NOW
cancel
Kotak India EQ Contra Fund Direct Growth
Equity
Contra
4.0 star
INVEST NOW
add_circle_outline
Add a fund
Kotak Standard Multicap Fund Direct Growth
(16.5%)
Kotak India EQ Contra Fund Direct Growth
(20.1%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Moderately High | Moderately High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹1000 | - |
| Expense Ratio | 0.64% | 1.00% | - |
| NAV | ₹47.3 (21-Jan-2021) | ₹73.9 (21-Jan-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹33,462Cr | ₹876Cr | - |
Returns
keyboard_arrow_up1Y
16.5%
20.1%
-
3Y
9.7%
11.9%
-
5Y
17.1%
18.3%
-
Pros & Cons
keyboard_arrow_upPros
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
-
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
-
Holding Analysis
keyboard_arrow_upTop 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turn Over
-
-
-
Equity
-
-
-
Cash
-
-
-
Top Holdings
keyboard_arrow_upTop 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%
-
Fund Manager
keyboard_arrow_upName
Harsha Upadhyaya
Deepak Gupta
-
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.
-
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.
-
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.
-
Launch Date
23 Jun 1998
23 Jun 1998
-
Custodian
Deutsche Bank
Deutsche Bank
-
Registrar & Transfer Agent
Cams
Cams
-
Popular Comparisons
Motilal Oswal Multicap 35 Fund - Direct - Growth
17.8%
3Y Returns
VS
SBI Magnum Multi Cap Fund - Direct - Growth
16.3%
3Y Returns
Axis Bluechip Fund - Direct - Growth
17.4%
3Y Returns
VS
SBI Bluechip Fund - Direct - Growth
13.6%
3Y Returns
HDFC Small Cap Fund - Direct - Growth
22.9%
3Y Returns
VS
L&T Emerging Businesses Fund - Direct - Growth
22.4%
3Y Returns
