DSP Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
DSP Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Flexicap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Flexicap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹54841 Cr | ₹12188 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 11 Sep 2009 | 07 Jun 2007 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 16.04% | 29% |
Expense Ratio | 1.46 | 1.74 |
Manager | Harsha Upadhyaya | Rohit Singhania |
ISIN Code | INF174K01336 | INF740K01037 |
Exits Load | Kotak Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | DSP Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | -2.34% | -2.37% |
6 Month | 11.05% | 8.14% |
1 Year | 1.39% | -0.58% |
3 Year | 18.12% | 17.59% |
5 Year | 20.08% | 20.9% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.52% | 4.01% |
1 Year | 12.21% | 4.66% |
3 Year | 17.78% | 16.91% |
5 Year | 17.04% | 16.41% |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.51% | 12.11% |
3 Year | 15.11% | 14.33% |
5 Year | 15.35% | 14.5% |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.26% | 13.45% |
Sharp | 1.19% | 1.16% |
Beta | 0.93% | 0.96% |
Alpha | 1.4% | 1.55% |
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Fund Managers
Scheme Name | Kotak Flexicap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Rohit Singhania |
Total AUM | ₹139411 Cr | ₹46862 Cr |
Funds Managed | 11 | 7 |
Kotak Flexicap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Flexicap Fund - Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.34 | 14.87 |
Large Cap | 68.68 | 49.43 |
Small Cap | 4.62 | 18.98 |
Mid Cap | 24.36 | 16.72 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.9 | 4.07 |
Communication Services | 3.15 | 3.67 |
Energy | 6.12 | 2.65 |
Technology | 7.86 | 9.71 |
Consumer Cyclical | 9.68 | 7.54 |
Healthcare | 3.12 | 8.97 |
Industrials | 21.74 | 6.87 |
Consumer Defensive | 2.36 | 6.15 |
Basic Materials | 14.69 | 8.67 |
Financial Services | 25.73 | 40.51 |
Utilities | 3.64 | 1.14 |
Real Estate | - | 0.05 |
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