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Home>Mutual Funds>Compare Kotak Flexicap Fund Direct Growth with Tata Large Cap Direct Plan 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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Tata Large Cap Direct Plan Growth

Equity
Large Cap
2.0star
INVEST NOW
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Kotak Flexicap Fund Direct Growth

(51.9%)

Tata Large Cap Direct Plan Growth

(63.4%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.64%1.67%-
NAV₹59.2 (27-Oct-2021)₹383.6 (27-Oct-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹38,609Cr₹1,080Cr-
Returns
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1Y
51.9%
63.4%
-
3Y
22.6%
23.5%
-
5Y
16.5%
15.9%
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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. Lower expense ratio: 1.67%
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Cons
1. Higher AUM: 38608Cr. Funds with a higher AUM tend to have lower returns in the future
1. Low rating: 2
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Holding Analysis

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Top 5
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-
-
Top 20
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-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
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.
9.2%
HDFC Bank Ltd.
7.4%
Reliance Industries Ltd.
7.2%
Infosys Ltd.
7.0%
State Bank of India
5.9%
Axis Bank Ltd.
4.0%
Bharti Airtel Ltd.
3.7%
Tata Consultancy Services Ltd.
3.7%
Larsen & Toubro Ltd.
3.1%
Tata Steel Ltd.
2.4%
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Fund Manager
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Name
Harsha Upadhyaya
Rupesh Patel
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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. Rupesh is a B.E.(Civil) and MBA (Finance)
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Experience
Prior to joining Kotak Mutual fund he has worked with DSP Mutual Fund and UTI AMC.
Prior to joining Nippon India Mutual Fund, he has worked with Tata Asset Management Limited, Indiareit Fund Advisors Pvt. Ltd. and Credit Analysis & Research Ltd.
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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.

Tata Mutual Fund started their mutual fund on 30/06/1995 and its managing total assets of ₹44,897 Cr. Its ranked at 13 as per total assets at end of 30th Sep 2017.

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Launch Date

23 Jun 1998

30 Jun 1995

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Custodian

Deutsche Bank

Standard Chartered Bank

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Registrar & Transfer Agent

Cams

Cams

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