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)	₹56040 Cr	₹14319 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

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month	0.71%	-1.07%
6 Month	3.23%	3.07%
1 Year	4.85%	-2.9%
3 Year	15.63%	21.15%
5 Year	16.53%	16.73%

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month	2.45%	-0.14%
1 Year	16.01%	8.38%
3 Year	15.14%	19.64%
5 Year	15.01%	17.83%

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year	11.92%	12.92%
3 Year	15.45%	13.64%
5 Year	15.55%	12.27%

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation	12.26%	15.89%
Sharp	0.81%	0.92%
Beta	0.92%	0.98%
Alpha	0.98%	5.26%

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

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Others	2.08	26.7
Large Cap	74.29	43.43
Mid Cap	19.04	28.48
Small Cap	4.59	1.4

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Others	2.08	10.72
Telecom - Services	3.15	-
Petroleum Products	4.75	-
IT - Software	6.77	-
Retailing	3.85	-
Cement & Cement Products	6.13	-
Pharmaceuticals & Biotechnology	2.97	-
Construction	4.47	-
Diversified FMCG	1.14	-
Non - Ferrous Metals	1.13	-
Banks	22.62	-
Chemicals & Petrochemicals	6.35	-
Personal Products	0.5	-
Transport Services	3.26	-
Capital Markets	1.66	-
Gas	2.49	-
Electrical Equipment	1.26	-
Automobiles	4.29	-
Fertilizers & Agrochemicals	0.57	-
Insurance	0.75	-
Industrial Products	0.62	-
Agricultural, Commercial & Construction Vehicles	0.75	-
Aerospace & Defense	6.08	-
Finance	2	-
Auto Components	3.82	-
Beverages	0.67	-
Power	2.25	-
Ferrous Metals	3.62	-
Communication Services	-	3.01
Industrials	-	17.86
Financial Services	-	9.31
Utilities	-	4.45
Technology	-	30.04
Consumer Cyclical	-	24.62