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) | ₹54841 Cr | ₹13894 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 | -4.03% | -3.82% |
6 Month | 7.71% | 7.91% |
1 Year | -0.83% | 6.42% |
3 Year | 16.91% | 23.59% |
5 Year | 19.6% | 19.62% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
6 Month | 6.52% | 5.45% |
1 Year | 12.21% | 7% |
3 Year | 17.78% | 24.7% |
5 Year | 17.04% | 20.25% |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
1 Year | 12.26% | 13.61% |
3 Year | 15.22% | 13.36% |
5 Year | 15.42% | 12.02% |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 12.26% | 15.77% |
Sharp | 1.19% | 1.28% |
Beta | 0.93% | 0.91% |
Alpha | 1.4% | 7.33% |
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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 | 2.34 | 31.92 |
Large Cap | 68.68 | 38.78 |
Small Cap | 4.62 | 1.9 |
Mid Cap | 24.36 | 27.39 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 1.9 | 9.92 |
Communication Services | 3.15 | 8.69 |
Energy | 6.12 | - |
Technology | 7.86 | 29.47 |
Consumer Cyclical | 9.68 | 16.61 |
Healthcare | 3.12 | 1.84 |
Industrials | 21.74 | 20.13 |
Consumer Defensive | 2.36 | 0 |
Basic Materials | 14.69 | - |
Financial Services | 25.73 | 8.11 |
Utilities | 3.64 | 5.25 |
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