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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) | ₹53293 Cr | ₹13727 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 | -1.63% | -1.15% |
| 6 Month | 13.58% | 13.14% |
| 1 Year | 2.22% | 6.46% |
| 3 Year | 17.06% | 23.57% |
| 5 Year | 19.1% | 19.45% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 3.83% | 3.68% |
| 1 Year | 9.1% | 3.98% |
| 3 Year | 15.7% | 22.61% |
| 5 Year | 15.61% | 19.07% |
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% | 15.71% |
| Sharp | 0.92% | 1.07% |
| Beta | 0.93% | 0.95% |
| Alpha | 1.21% | 7.24% |
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 | 2.62 | 28.08 |
| Large Cap | 68.99 | 39.46 |
| Small Cap | 4.67 | 2.05 |
| Mid Cap | 23.72 | 30.4 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 2.22 | 6.74 |
| Communication Services | 3.09 | 8.31 |
| Energy | 6.01 | - |
| Technology | 7.27 | 30.71 |
| Consumer Cyclical | 10.29 | 16.57 |
| Healthcare | 3.18 | 1.82 |
| Industrials | 21.34 | 20.55 |
| Consumer Defensive | 2.58 | - |
| Basic Materials | 14.86 | - |
| Financial Services | 25.57 | 9.39 |
| Utilities | 3.59 | 5.9 |
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