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Kotak Flexicap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare
Kotak Flexicap Fund - Growth
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Chart Comparison
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) | ₹53626 Cr | ₹13554 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 | 1.33% | 0.41% |
| 6 Month | 12.04% | 14.18% |
| 1 Year | 3.59% | -1.59% |
| 3 Year | 18.23% | 23.32% |
| 5 Year | 19.27% | 19.73% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 2.24% | 2.37% |
| 1 Year | 15.38% | 11.95% |
| 3 Year | 16.04% | 22.83% |
| 5 Year | 15.58% | 19.3% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 12.03% | 13.31% |
| 3 Year | 15.32% | 13.5% |
| 5 Year | 15.49% | 12.14% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 12.26% | 15.80% |
| Sharp | 0.87% | 0.87% |
| Beta | 0.93% | 0.97% |
| Alpha | 1.21% | 4.70% |
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 | 5.79 | 20.73 |
| Large Cap | 67.92 | 46.87 |
| Small Cap | 4.31 | 1.36 |
| Mid Cap | 21.98 | 31.04 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 4.33 | 1.57 |
| Communication Services | 3.03 | 2.9 |
| Energy | 5.69 | - |
| Technology | 7.19 | 33.43 |
| Consumer Cyclical | 10.72 | 25.1 |
| Healthcare | 3.18 | 1.69 |
| Industrials | 19.95 | 19.34 |
| Consumer Defensive | 2.58 | - |
| Basic Materials | 14.39 | - |
| Financial Services | 25.47 | 9.8 |
| Utilities | 3.47 | 6.17 |
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