Home>Mutual Funds>Compare>Compare SBI Flexicap Fund Direct Growth with Kotak Equity Opportunities Fund Direct Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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SBI Flexicap Fund Direct Growth

Equity
Flexi Cap
3.0star
INVEST NOW
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Kotak Equity Opportunities Fund Direct Growth

Equity
Large & MidCap
5.0star
INVEST NOW
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SBI Flexicap Fund Direct Growth

(55.5%)

Kotak Equity Opportunities Fund Direct Growth

(53.1%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹500₹1000-
Expense Ratio0.87%0.70%-
NAV₹75.9 (26-Jul-2021)₹200.8 (26-Jul-2021)-
Fund Started04-Jan-201301-Jan-2013-
Fund Size₹13,827Cr₹6,824Cr-
Returns
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1Y
55.5%
53.1%
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3Y
15.0%
17.6%
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5Y
15.0%
16.8%
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Pros & Cons
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Pros
1. Lower expense ratio - 0.87%
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
4. 1Y Returns are higher than the category average returns
1. 3Y Returns are higher than the category average returns
2. 5Y 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
1. 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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Turnover
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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
HDFC Bank Ltd.
8.0%
ICICI Bank Ltd.
7.3%
HCL Technologies Ltd.
4.5%
Axis Bank Ltd.
3.4%
Infosys Ltd.
3.2%
Hindalco Industries Ltd.
3.1%
State Bank of India
3.1%
Larsen & Toubro Ltd.
3.0%
Crompton Greaves Consumer Electricals Ltd.
3.0%
Tech Mahindra Ltd.
2.4%
Name
Assets
ICICI Bank Ltd.
5.8%
State Bank of India
5.1%
Infosys Ltd.
5.1%
Tata Consultancy Services Ltd.
3.4%
SRF Ltd.
3.3%
HDFC Bank Ltd.
3.3%
Coromandel International Ltd.
3.0%
Jindal Steel & Power Ltd.
3.0%
Reliance Industries Ltd.
2.9%
Larsen & Toubro Ltd.
2.5%
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Fund Manager
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Name
Anup Upadhyay
Harsha Upadhyaya
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Education
Mr. Upadhyay is a B.Tech (Hons) degree and PGDM.
Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.
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Experience
He has over 16 years experience with over 13 years of experience in the area of financial services. He joined SBIFMPL in May, 2007 as an analyst. He is Head of Research and currently he is also a fund manager in various schemes.
Prior to joining Kotak Mutual fund he has worked with DSP Mutual Fund and UTI AMC.
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About Fund
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Description

SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 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

29 Jun 1987

23 Jun 1998

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Custodian

Citibank NA

Deutsche Bank

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Registrar & Transfer Agent

Cams

Cams

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