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 | 0.84% | -0.49% |
6 Month | 10.9% | 6.83% |
1 Year | 6% | -1.1% |
3 Year | 18.13% | 18.04% |
5 Year | 19.17% | 20.21% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.48% | 1.29% |
1 Year | 15.9% | 9.18% |
3 Year | 16.38% | 15.22% |
5 Year | 15.88% | 15.01% |
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 |
---|---|---|
Others | 5.01 | 12.24 |
Large Cap | 67.6 | 52.45 |
Mid Cap | 23.39 | 16.59 |
Small Cap | 3.99 | 18.72 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.96 | 1.27 |
Communication Services | 2.98 | 3.29 |
Energy | 5.89 | 3.04 |
Technology | 6.83 | 8.8 |
Consumer Cyclical | 12.02 | 9.01 |
Basic Materials | 14.66 | 8.46 |
Healthcare | 3.09 | 9.92 |
Industrials | 19.61 | 7.55 |
Consumer Defensive | 2.25 | 6.37 |
Financial Services | 26.21 | 41.12 |
Utilities | 3.51 | 1.08 |
Real Estate | - | 0.1 |
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