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Fincash » Kotak Standard Multicap Fund Vs DSPBR Focus Fund

Kotak Standard Multicap Fund Vs DSP BlackRock Focus Fund

Updated on July 14, 2019 , 86 views

Kotak Standard Multicap Fund and DSP BlackRock Focus Fund both are a part of Equity Funds, large-cap category. In simple terms, it can be said that large-cap schemes invest their accumulated fund money in companies having a market capitalization of more than INR 10,000 crores. These companies are huge in size and capital and are also known as bluechip companies. Individuals looking for a steady growth in their capital and returns can choose Large cap funds as an investment option. These schemes are a good investment option for medium to long-term tenure. Though both Kotak Standard Multicap Fund and DSP BlackRock Focus Fund belong to the same category, yet they exhibit different attributes with respect to performance, AUM, and so on. So, let’s understand the differences between Kotak Standard Multicap Fund Vs DSP BlackRock Focus Fund through this article.

Kotak Standard Multicap Fund (Erstwhile Kotak Select Focus Fund)

Kotak Standard Multicap Fund (earlier known as Kotak Select Focus Fund) is offered and managed by Kotak Mutual Fund under the large-cap category of equity funds. This scheme was launched in the year 2009 and its objective is to attain capital growth in the long-term by Investing in a portfolio of equity and equity-related to securities, generally focusing on a few sectors. The fund manager managing Kotak Standard Multicap Fund is Mr. Harsha Upadhyaya. As on March 31, 2018, some of the top holdings of Kotak Standard Multicap Fund include HDFC Bank Limited, Larsen & Toubro Limited, Reliance Industries Limited, and Hero MotoCorp Limited. Kotak Standard Multicap Fund uses Nifty 200 as its benchmark index to construct its portfolio.

DSP BlackRock Focus Fund (Erstwhile DSP BlackRock Focus 25 Fund)

DSP BlackRock Focus Fund (earlier known as DSP BlackRock Focus 25 Fund) is an open-ended large-cap scheme that was incepted in the year 2010. This scheme is managed and offered by DSP BlackRock Mutual Fund. Mr. Harrish Zaveri and Mr. Jay Kothari jointly manage DSP BlackRock Focus Fund. As on March 31, 2018, the top holdings of DSPBR Focus Fund included HDFC Bank Limited, Maruti Suzuki India Limited, Larsen & Toubro Limited, Reliance Industries Limited, and IndusInd Bank. As per the Asset Allocation objective of the scheme, around 65-100% of its pooled money is invested in equity and equity-related instruments while the in fixed income instruments. DSP BlackRock Focus Fund aims to achieve long-term capital growth by predominantly investing in equity and equity-related instruments of various companies.

Kotak Standard Multicap Fund Vs DSP BlackRock Focus Fund

Though Kotak Standard Multicap Fund and DSP BlackRock Focus Fund belong to the same category of large-cap equity funds, there are differences between them based on various parameters. So, let’s understand the differences between both the schemes by comparing the parameters that are divided into four sections, given below as follows.

Basics Section

Current NAV, Fincash Rating, and scheme category are some of the comparable elements that form part of basics section. The comparison of current NAV shows that Kotak Standard Multicap Fund leads the race. The NAV of Kotak Standard Multicap Fund is around INR 33 while of DSP BlackRock Focus Fund is nearly INR 22 as on April 23, 2018. The comparison of Fincash Rating also shows a difference. With respect to Fincash Rating, it can be said that Kotak Standard Multicap Fund is a 5-Star rated scheme while DSP BlackRock Focus Fund is a 3-Star rated scheme. However, with respect to scheme category, it can be said that both the schemes belong to the same category, that is, Equity Large Cap. The table given below shows the comparison of the basics section.

Parameters
BasicsNAV
Net Assets (Cr)
Launch Date
Rating
Category
Sub Cat.
Category Rank
Risk
Expense Ratio
Sharpe Ratio
Information Ratio
Alpha Ratio
Benchmark
Exit Load
Kotak Standard Multicap Fund
Growth
Fund Details
₹35.713 ↑ 0.20   (0.57 %)
₹24,297 on 30 Apr 19
11 Sep 09
Equity
Multi Cap
3
Moderately High
2.01
0.29
0.38
1.71
Not Available
0-1 Years (1%),1 Years and above(NIL)
DSP BlackRock Focus Fund
Growth
Fund Details
₹23.283 ↑ 0.12   (0.51 %)
₹2,049 on 30 Apr 19
10 Jun 10
Equity
Focused
27
Moderately High
2.38
-0.02
-0.96
-3.99
Not Available
0-12 Months (1%),12 Months and above(NIL)

Performance Section

It is the second section in comparison that analyses the Compounded Annual Growth Rate or CAGR Returns at different time intervals. These time intervals include 1 Month Return, 6 Month Return, 5 Year Return, and Return since Inception. The comparison of performance section reveals that in many instances, Kotak Standard Multicap Fund has performance fund. The summary comparison of the performance section is tabulated as follows.

Parameters
Performance1 Month
3 Month
6 Month
1 Year
3 Year
5 Year
Since launch
Kotak Standard Multicap Fund
Growth
Fund Details
-1.4%
-0.2%
7.5%
7.5%
12.6%
14.6%
13.8%
DSP BlackRock Focus Fund
Growth
Fund Details
-1.1%
-0.3%
8.2%
3.3%
8.2%
10.8%
9.7%

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Yearly Performance Section

Being the third section in the comparison of the schemes which analyzes the absolute returns generated by both the schemes for a particular year. The comparison of absolute returns shows that Kotak Standard Multicap Fund leads the race. The table given below summarizes the comparison of the yearly performance section.

Parameters
Yearly Performance2018
2017
2016
2015
2014
Kotak Standard Multicap Fund
Growth
Fund Details
-0.9%
34.3%
9.4%
3%
57.9%
DSP BlackRock Focus Fund
Growth
Fund Details
-5.6%
29.2%
6.1%
2%
49.9%

Other Details Section

This being the last section, the elements forming part of other details section include AUM, minimum SIP and lumpsum investment, and others. The comparison of AUM shows a drastic difference between both the schemes. As on March 31, 2018, the AUM of Kotak Standard Multicap Fund is around INR 17,853 Crores while for DSPBR Focus Fund is around INR 2,830 Crores. The minimum SIP investment for both the schemes is same, that is, INR 500. However, the minimum lumpsum amount for both the schemes is different. For Kotak Standard Multicap Fund, it is INR 5,000 and for DSPBR Focus Fund, it is INR 1,000. The comparison summary of other details section is tabulated as follows.

Parameters
Other DetailsMin SIP Investment
Min Investment
Fund Manager
Kotak Standard Multicap Fund
Growth
Fund Details
₹500
₹5,000
Harsha Upadhyaya - 6.83 Yr.
DSP BlackRock Focus Fund
Growth
Fund Details
₹500
₹1,000
Gopal Agrawal - 0.66 Yr.

Growth of 10k Investments over the years

Growth of 10,000 investment over the years.
Kotak Standard Multicap Fund
Growth
Fund Details
DateValue
30 Jun 14₹10,000
30 Jun 15₹12,640
30 Jun 16₹13,478
30 Jun 17₹16,721
30 Jun 18₹18,121
30 Jun 19₹20,074
Growth of 10,000 investment over the years.
DSP BlackRock Focus Fund
Growth
Fund Details
DateValue
30 Jun 14₹10,000
30 Jun 15₹12,793
30 Jun 16₹12,911
30 Jun 17₹14,968
30 Jun 18₹15,991
30 Jun 19₹17,188

Detailed Assets & Holdings Comparison

Asset Allocation
Kotak Standard Multicap Fund
Growth
Fund Details
Asset ClassValue
Cash3.17%
Equity96.83%
Other0%
Equity Sector Allocation
SectorValue
Financial Services37.54%
Industrials11.18%
Basic Materials10.51%
Energy9.84%
Technology7.42%
Consumer Cyclical6.51%
Consumer Defensive4.26%
Utility3.22%
Health Care1.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
7%₹1,788 Cr7,315,000
↓ -513,204
Triparty Repo
CBLO/Reverse Repo | -
7%₹1,782 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
7%₹1,685 Cr38,550,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 16 | RELIANCE
6%₹1,629 Cr13,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532215
6%₹1,443 Cr17,850,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
5%₹1,320 Cr8,500,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
4%₹1,005 Cr13,730,562
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS
4%₹913 Cr4,100,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 12 | SBIN
3%₹777 Cr21,500,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
3%₹718 Cr1,575,000
↑ 107,450
Asset Allocation
DSP BlackRock Focus Fund
Growth
Fund Details
Asset ClassValue
Cash2.33%
Equity97.67%
Equity Sector Allocation
SectorValue
Financial Services44.79%
Basic Materials13.92%
Consumer Cyclical11.88%
Industrials11.27%
Energy8.53%
Consumer Defensive4.32%
Health Care2.14%
Technology0.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 14 | HDFCBANK
13%₹272 Cr1,122,725
↓ -8,423
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
9%₹185 Cr4,364,314
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 17 | RELIANCE
8%₹159 Cr1,193,206
↓ -52,127
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 17 | LT
7%₹146 Cr939,426
↓ -166,137
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
7%₹141 Cr406,513
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 14 | MARUTI
5%₹97 Cr140,524
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 16 | ITC
4%₹90 Cr3,224,508
↓ -66,028
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | INDUSINDBK
4%₹84 Cr525,264
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 500387
4%₹77 Cr35,746
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 17 | 506395
4%₹76 Cr1,752,923

Thus, from the above pointers, it can be said that both the schemes differ on account of various parameters. As a consequence, individuals should be careful while choosing which scheme to invest. They should check whether the scheme suits their investment objective or not and understand its modalities completely. Individuals, if required, can also consult a financial advisor. This will help them to achieve their objectives on time along with ensuring that their investment is safe.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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