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)	₹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	-1.29%	-3.1%
6 Month	2.97%	2.25%
1 Year	6.55%	-5.62%
3 Year	15.82%	21.09%
5 Year	15.84%	15.83%

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month	0.22%	-2.86%
1 Year	10.54%	3.35%
3 Year	14.18%	18.18%
5 Year	14.67%	17.25%

Rolling Lumpsum Returns

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year	11.89%	12.84%
3 Year	15.46%	13.66%
5 Year	15.56%	12.3%

Risk Management

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation	12.26%	15.91%
Sharp	0.81%	0.90%
Beta	0.92%	1.00%
Alpha	0.98%	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	6.04	33.4
Large Cap	67.83	39.78
Mid Cap	23.15	25.38
Small Cap	2.98	1.45

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Others	2.34	18.45
Communication Services	3.18	8.85
Energy	6.05	-
Technology	6.88	28.53
Consumer Cyclical	11.92	17.43
Basic Materials	13.88	-
Healthcare	2.88	-
Industrials	18.75	16.69
Consumer Defensive	2.25	0.5
Financial Services	28.68	9.55
Utilities	3.2	0

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