Kotak Flexicap Fund vs DSP Flexi Cap 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) | ₹56040 Cr | ₹12198 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 | 0.39% | 0.28% |
| 6 Month | 3.6% | 3.4% |
| 1 Year | 5.52% | 1.01% |
| 3 Year | 15.5% | 16.47% |
| 5 Year | 16.47% | 16.64% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.09% | 2.84% |
| 1 Year | 17.02% | 12.8% |
| 3 Year | 16.02% | 15.01% |
| 5 Year | 15.65% | 14.9% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.92% | 11.35% |
| 3 Year | 15.45% | 14.61% |
| 5 Year | 15.55% | 14.88% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.26% | 13.45% |
| Sharp | 0.84% | 0.86% |
| Beta | 0.92% | 0.93% |
| Alpha | 0.64% | 1.18% |
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 | 2.08 | 2.15 |
| Large Cap | 74.29 | 58.36 |
| Mid Cap | 19.04 | 22.85 |
| Small Cap | 4.59 | 16.64 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.08 | 2.15 |
| Telecom - Services | 3.15 | 3.96 |
| Petroleum Products | 4.75 | 2.16 |
| IT - Software | 6.77 | 9.08 |
| Retailing | 3.85 | 1.81 |
| Cement & Cement Products | 6.13 | 1.65 |
| Pharmaceuticals & Biotechnology | 2.97 | 7.21 |
| Construction | 4.47 | 1.55 |
| Diversified FMCG | 1.14 | 1.53 |
| Non - Ferrous Metals | 1.13 | 0.84 |
| Banks | 22.62 | 22.05 |
| Chemicals & Petrochemicals | 6.35 | 2.05 |
| Personal Products | 0.5 | 0.39 |
| Transport Services | 3.26 | - |
| Capital Markets | 1.66 | 1.42 |
| Gas | 2.49 | 1.19 |
| Electrical Equipment | 1.26 | 2.13 |
| Automobiles | 4.29 | 1.85 |
| Fertilizers & Agrochemicals | 0.57 | 0.07 |
| Insurance | 0.75 | 3.81 |
| Industrial Products | 0.62 | 4.93 |
| Agricultural, Commercial & Construction Vehicles | 0.75 | - |
| Aerospace & Defense | 6.08 | - |
| Finance | 2 | 12.22 |
| Auto Components | 3.82 | 4.95 |
| Beverages | 0.67 | 2.51 |
| Power | 2.25 | - |
| Ferrous Metals | 3.62 | - |
| Consumer Durables | - | 4.52 |
| Realty | - | 0.1 |
| Oil | - | 0.96 |
| Healthcare Services | - | 2.23 |
| Textiles & Apparels | - | 0.68 |
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