- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹56885 Cr | ₹14312 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 | -0.71% | -2.3% |
| 6 Month | 2.48% | 1.65% |
| 1 Year | 4.48% | -5.86% |
| 3 Year | 15.59% | 20.68% |
| 5 Year | 16.18% | 16.07% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.3% | -1.55% |
| 1 Year | 14.43% | 6.42% |
| 3 Year | 14.69% | 18.44% |
| 5 Year | 14.71% | 17.17% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 12.47% | 15.91% |
| Sharp | 0.74% | 0.90% |
| Beta | 0.92% | 1.00% |
| Alpha | 1.29% | 5.73% |
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 | 4.93 | 33.4 |
| Large Cap | 68.36 | 39.78 |
| Mid Cap | 23.52 | 25.38 |
| Small Cap | 3.19 | 1.45 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 2.06 | 18.45 |
| Communication Services | 3.15 | 8.85 |
| Energy | 6.06 | - |
| Technology | 6.78 | 28.53 |
| Consumer Cyclical | 11.96 | 17.43 |
| Basic Materials | 14.52 | - |
| Healthcare | 2.96 | - |
| Industrials | 19.71 | 16.69 |
| Consumer Defensive | 2.31 | 0.5 |
| Financial Services | 27.03 | 9.55 |
| Utilities | 3.45 | 0 |
Top Comparisons
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.51%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.51%
Kotak Gold Fund Growth
3Y Returns32.78%
DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH
3Y Returns0%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns21.78%
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
3Y Returns23.22%
DSP Arbitrage Fund - Regular - Growth
3Y Returns7.01%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.96%
