DSP Flexi Cap Fund vs Kotak Flexicap 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) | ₹49112 Cr | ₹11033 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 | 1.48 | 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 | 6.59% | 6.3% |
6 Month | -10.22% | -12.45% |
1 Year | 5.55% | 10.41% |
3 Year | 13.3% | 14.01% |
5 Year | 23.94% | 24.47% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -2.11% | -3.43% |
1 Year | -5.77% | -4.9% |
3 Year | 14.87% | 16.65% |
5 Year | 16% | 16.93% |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.91% | 12.25% |
3 Year | 15.14% | 14.3% |
5 Year | 15.31% | 14.31% |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.26% | 13.45% |
Sharp | 0.49% | 0.46% |
Beta | 0.91% | 0.97% |
Alpha | 0.38% | 0.2% |
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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 | 2.34 | 3.72 |
Large Cap | 69.17 | 58.48 |
Small Cap | 5.12 | 18.35 |
Mid Cap | 23.37 | 19.45 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.02 | 3.72 |
Communication Services | 2.84 | 3.8 |
Energy | 6.04 | 2.5 |
Technology | 9.93 | 10.06 |
Consumer Cyclical | 10.48 | 9.75 |
Healthcare | 3.47 | 9.42 |
Industrials | 21.55 | 8.86 |
Consumer Defensive | 2.78 | 6.81 |
Basic Materials | 13.78 | 9.11 |
Financial Services | 24.22 | 34.51 |
Utilities | 2.87 | 1.39 |
Real Estate | - | 0.06 |
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