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Kotak Flexicap Fund vs DSP Flexi Cap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon DSP Flexi Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹52533 Cr ₹11837 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 4.02% 1.97%
6 Month 7.5% 1.37%
1 Year 6.45% 4.52%
3 Year 22.64% 22.71%
5 Year 21.5% 21.84%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth DSP Flexi Cap Fund - Regular Plan - Growth
6 Month 12.5% 9.39%
1 Year 18.86% 10.4%
3 Year 20.53% 19.67%
5 Year 18.58% 18.02%

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 0.9% 0.89%
Beta 0.93% 0.98%
Alpha 0.93% 1.21%

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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 1.95 5.09
Large Cap 70.01 58.83
Small Cap 4.39 16.45
Mid Cap 23.65 19.63

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

DSP Flexi Cap Fund - Regular Plan - Growth

Others 1.95 5.09
Telecom - Services 3.16 4.27
Petroleum Products 4.74 1.69
IT - Software 8.1 8.29
Retailing 2.6 2.26
Pharmaceuticals & Biotechnology 3.32 7.98
Construction 4.43 1.8
Diversified FMCG 1.2 1.56
Non - Ferrous Metals 0.74 0.75
Banks 23.72 21.27
Cement & Cement Products 6.23 1.68
Chemicals & Petrochemicals 6.91 2.48
Personal Products 0.62 0.48
Transport Services 3.42 -
Capital Markets 1.7 1.22
Gas 2.88 1.21
Electrical Equipment 1.46 1.3
Automobiles 3.29 0.43
Fertilizers & Agrochemicals 0.74 0.07
Insurance 0.69 3.31
Industrial Products 0.67 3.9
Aerospace & Defense 6.1 -
Agricultural, Commercial & Construction Vehicles 0.59 -
Auto Components 3.79 5.33
Beverages 0.88 2.11
Finance 0.23 13.78
Power 2.49 -
Ferrous Metals 3.35 -
Consumer Durables - 4.42
Realty - 0.06
Oil - 0.97
Healthcare Services - 1.43
Textiles & Apparels - 0.86

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