Motilal Oswal Flexi Cap Fund Regular Plan vs Kotak Flexicap Fund compare

Motilal Oswal Flexi Cap Fund Regular Plan vs Kotak Flexicap Fund 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)	₹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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