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) | ₹54841 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 | 0.25% | -0.58% |
6 Month | 10.66% | 5.73% |
1 Year | 3.43% | 2.85% |
3 Year | 20.83% | 20.64% |
5 Year | 20.8% | 21.35% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 9.94% | 7.23% |
1 Year | 15.97% | 7.83% |
3 Year | 18.65% | 17.93% |
5 Year | 17.45% | 16.97% |
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 | 13.37% | 14.28% |
Sharp | 1.12% | 1.09% |
Beta | 0.93% | 0.96% |
Alpha | 1.80% | 1.97% |
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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 | 2.27 | 8.05 |
Large Cap | 68.98 | 57.4 |
Small Cap | 4.67 | 18 |
Mid Cap | 24.08 | 16.54 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.92 | 5.02 |
Communication Services | 3.04 | 3.97 |
Energy | 6.19 | 2.64 |
Technology | 7.96 | 9.47 |
Consumer Cyclical | 9.74 | 7.63 |
Healthcare | 3.11 | 9.27 |
Industrials | 21.29 | 6.83 |
Consumer Defensive | 2.53 | 6.12 |
Basic Materials | 14.44 | 8.7 |
Financial Services | 26.08 | 39.13 |
Utilities | 3.7 | 1.17 |
Real Estate | - | 0.05 |
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