Motilal Oswal Flexi Cap Fund Regular Plan vs Kotak Flexicap Fund 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) | ₹52533 Cr | ₹11855 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 | 1.28% | 0.54% |
6 Month | 3.27% | -6.9% |
1 Year | 4.66% | 9.9% |
3 Year | 22.66% | 28.26% |
5 Year | 21.85% | 21.98% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
6 Month | 10.21% | 6.06% |
1 Year | 12.3% | 4.58% |
3 Year | 18.29% | 24.57% |
5 Year | 17.27% | 19.92% |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
1 Year | 12.51% | 13.78% |
3 Year | 15.11% | 13.23% |
5 Year | 15.35% | 11.83% |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 12.26% | 15.785% |
Sharp | 0.9% | 0.761% |
Beta | 0.93% | 0.889% |
Alpha | 0.93% | 6.046% |
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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 | 1.95 | 28.33 |
Large Cap | 70.01 | 40.58 |
Small Cap | 4.39 | 3.56 |
Mid Cap | 23.65 | 27.53 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 1.95 | 23.34 |
Telecom - Services | 3.16 | - |
Petroleum Products | 4.74 | - |
IT - Software | 8.1 | - |
Retailing | 2.6 | - |
Pharmaceuticals & Biotechnology | 3.32 | - |
Construction | 4.43 | - |
Diversified FMCG | 1.2 | - |
Non - Ferrous Metals | 0.74 | - |
Banks | 23.72 | - |
Cement & Cement Products | 6.23 | - |
Chemicals & Petrochemicals | 6.91 | - |
Personal Products | 0.62 | - |
Transport Services | 3.42 | - |
Capital Markets | 1.7 | - |
Gas | 2.88 | - |
Electrical Equipment | 1.46 | - |
Automobiles | 3.29 | - |
Fertilizers & Agrochemicals | 0.74 | - |
Insurance | 0.69 | - |
Industrial Products | 0.67 | - |
Aerospace & Defense | 6.1 | - |
Agricultural, Commercial & Construction Vehicles | 0.59 | - |
Auto Components | 3.79 | - |
Beverages | 0.88 | - |
Finance | 0.23 | - |
Power | 2.49 | - |
Ferrous Metals | 3.35 | - |
Communication Services | - | 9.21 |
Industrials | - | 18.3 |
Healthcare | - | 1.75 |
Financial Services | - | 9.73 |
Consumer Cyclical | - | 17.23 |
Technology | - | 20.44 |
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