Kotak Flexicap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare

Kotak Flexicap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare

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Kotak Flexicap Fund - Growth

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Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Fund	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹56460 Cr	₹13862 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	11 Sep 2009	28 Apr 2014
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	16.04%	90%
Expense Ratio	1.46	1.72
Manager	Harsha Upadhyaya	Rakesh Shetty
ISIN Code	INF174K01336	INF247L01478
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	Motilal Oswal Flexi Cap Fund - 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	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month	-0.01%	-4.64%
6 Month	2.77%	-5.7%
1 Year	15.77%	5.93%
3 Year	17.77%	22.24%
5 Year	15.58%	14.18%

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month	-1.72%	-8.08%
1 Year	3.61%	-10.18%
3 Year	11.62%	11.59%
5 Year	13.28%	13.87%

Rolling Lumpsum Returns

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year	11.84%	12.68%
3 Year	15.52%	13.71%
5 Year	15.57%	12.34%

Risk Management

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation	12.26%	12.18%
Sharp	0.85%	0.96%
Beta	0.93%	1%
Alpha	0.41%	4.47%

Fund Managers

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Name	Harsha Upadhyaya	Rakesh Shetty
Total AUM	₹139411 Cr	₹33886 Cr
Funds Managed	11	19
	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Market Cap

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Others	6.26	37.88
Large Cap	67.42	41.91
Mid Cap	23.29	18.14
Small Cap	3.03	2.08

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Others	2.54	23.73
Communication Services	3.21	9.44
Energy	6.27	2.24
Technology	6.95	22.19
Consumer Cyclical	11.77	13.34
Basic Materials	14.02	-
Healthcare	2.83	-
Industrials	18.47	15.89
Consumer Defensive	2.2	0.27
Financial Services	28.55	12.91
Utilities	3.19	-

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