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) | ₹54083 Cr | ₹11911 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 | 1.92% | 2.21% |
| 6 Month | 8.27% | 7.25% |
| 1 Year | 9.2% | 2.88% |
| 3 Year | 16.25% | 17.3% |
| 5 Year | 19.02% | 19.41% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.99% | 2.82% |
| 1 Year | 16.16% | 11.49% |
| 3 Year | 16.04% | 15.15% |
| 5 Year | 15.58% | 14.86% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.03% | 11.55% |
| 3 Year | 15.32% | 14.5% |
| 5 Year | 15.49% | 14.73% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.26% | 13.45% |
| Sharp | 0.87% | 0.85% |
| Beta | 0.93% | 0.93% |
| Alpha | 1.21% | 1.25% |
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 |
|---|---|---|
| Large Cap | 76.56 | 60.19 |
| Mid Cap | 18.86 | 22.33 |
| Small Cap | 4.65 | 17.48 |
| Others | 0.12 | - |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.94 | 1.24 |
| Telecom - Services | 2.98 | 3.29 |
| Petroleum Products | 4.54 | 2.11 |
| IT - Software | 6.84 | 8.34 |
| Retailing | 3.91 | 2 |
| Cement & Cement Products | 6.35 | 1.69 |
| Pharmaceuticals & Biotechnology | 3.1 | 7.69 |
| Construction | 4.38 | 1.7 |
| Diversified FMCG | 1.21 | 1.6 |
| Non - Ferrous Metals | 0.85 | 0.78 |
| Banks | 21.99 | 20.25 |
| Chemicals & Petrochemicals | 6.36 | 2.1 |
| Personal Products | 0.54 | 0.4 |
| Transport Services | 3.29 | - |
| Capital Markets | 1.5 | 1.46 |
| Gas | 2.55 | 1.08 |
| Electrical Equipment | 1.29 | 2.2 |
| Automobiles | 4.39 | 1.86 |
| Fertilizers & Agrochemicals | 0.62 | 0.07 |
| Insurance | 0.79 | 3.96 |
| Industrial Products | 0.61 | 4.46 |
| Agricultural, Commercial & Construction Vehicles | 0.73 | - |
| Aerospace & Defense | 6.05 | - |
| Finance | 1.94 | 15.47 |
| Auto Components | 3.71 | 5.2 |
| Beverages | 0.69 | 2.38 |
| Power | 2.3 | - |
| Ferrous Metals | 3.74 | - |
| Consumer Durables | - | 4.74 |
| Realty | - | 0.1 |
| Oil | - | 0.93 |
| Healthcare Services | - | 2.23 |
| Textiles & Apparels | - | 0.67 |
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