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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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Kotak Standard Multicap Fund Direct Growth

Equity
Multi Cap
4.0 star
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Kotak India EQ Contra Fund Direct Growth

Equity
Contra
4.0 star
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Kotak Standard Multicap Fund Direct Growth

(-1.9%)

Kotak India EQ Contra Fund Direct Growth

(0.1%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹500₹1000-
Expense Ratio0.73%1.05%-
NAV₹37.5 (29-Sep-2020)₹57.8 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹29,714Cr₹818Cr-
Returns
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1Y
-1.9%
0.1%
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3Y
4.6%
6.7%
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5Y
10.1%
10.7%
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Pros & Cons
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Pros
1. Lower expense ratio - 0.72%
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Found nothing so far.
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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. 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
2. 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
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
Reliance Industries Ltd.
9.4%
ICICI Bank Ltd.
5.8%
Infosys Ltd.
5.8%
HDFC Bank Ltd.
5.5%
Tata Consultancy Services Ltd.
4.9%
Ultratech Cement Ltd.
4.0%
Hindustan Unilever Ltd.
3.7%
Larsen & Toubro Ltd.
3.6%
Axis Bank Ltd.
3.4%
SRF Ltd.
2.6%
Name
Assets
Reliance Industries Ltd.
9.0%
Infosys Ltd.
6.8%
HDFC Bank Ltd.
6.2%
ICICI Bank Ltd.
5.9%
Tata Consultancy Services Ltd.
3.6%
Larsen & Toubro Ltd.
3.0%
Bharti Airtel Ltd.
2.9%
Ultratech Cement Ltd.
2.5%
Maruti Suzuki India Ltd.
2.3%
Shree Cement Ltd.
2.1%
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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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