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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
INVEST NOW
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Tata Large Cap Direct Plan Growth

Equity
Large Cap
2.0 star
INVEST NOW
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Kotak Standard Multicap Fund Direct Growth

(-1.9%)

Tata Large Cap Direct Plan Growth

(-7.1%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹500₹500-
Expense Ratio0.73%1.70%-
NAV₹37.5 (29-Sep-2020)₹224.0 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹29,714Cr₹738Cr-
Returns
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1Y
-1.9%
-7.1%
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3Y
4.6%
2.2%
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5Y
10.1%
6.6%
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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
1. 3Y 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. 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. 5Y 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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-
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P/B
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-
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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.
13.8%
Infosys Ltd.
9.6%
HDFC Bank Ltd.
8.8%
ICICI Bank Ltd.
7.9%
Bharti Airtel Ltd.
6.3%
State Bank of India
5.5%
Housing Development Finance Corpn. Ltd.
4.7%
Ultratech Cement Ltd.
3.7%
Tata Consultancy Services Ltd.
3.4%
Mahindra & Mahindra Ltd.
3.3%
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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.

He served as the Tata Asset Management Limited's Principal Officer of PMS from January 2012 to June 2013. Mr. Patel was the Deputy General Manager of Investments at the Tata Asset Management Limited from May 2008 to January 2012. Prior to this, he served as an Assistant Vice President of Investments at Indiareit Fund Advisors Pvt. Ltd. from August 2007 to April 2008. He was a Deputy General Manager at Credit Analysis & Research Ltd. until August 2007. Mr. Patel served as an Analyst and Manager at the Credit Analysis & Research. He had joined the Credit Analysis & Research in November 2001.

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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
HDFC Bank
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Registrar & Transfer Agent
Cams
Cams
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