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 Risk | Very High Risk |
Asset Size (Cr) | ₹49112 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 | 1.48 | 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 | -2.76% | -3.36% |
6 Month | -9.52% | -4.65% |
1 Year | 6.96% | 18.47% |
3 Year | 13.18% | 18.85% |
5 Year | 14.16% | 14.62% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -8.81% | -1.13% |
3 Year | 12.52% | 22.51% |
5 Year | 14.88% | 18.89% |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
1 Year | 12.91% | 13.33% |
3 Year | 15.14% | 13.03% |
5 Year | 15.31% | 11.59% |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 12.26% | 15.651% |
Sharp | 0.54% | 0.791% |
Beta | 0.92% | 0.908% |
Alpha | -0.04% | 5.033% |
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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 |
Fund Manage | 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 | 1.49 | 2.79 |
Large Cap | 73.11 | 49.67 |
Small Cap | 5.88 | 0.91 |
Mid Cap | 19.68 | 46.6 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 1.49 | 2.79 |
Telecom - Services | 2.74 | 9.04 |
Petroleum Products | 4.65 | - |
IT - Software | 8.68 | 18.68 |
Pharmaceuticals & Biotechnology | 3.59 | - |
Construction | 5.35 | 3.01 |
Diversified FMCG | 1.78 | - |
Non - Ferrous Metals | 1.02 | - |
Banks | 22.27 | 2.69 |
Cement & Cement Products | 6.13 | - |
Chemicals & Petrochemicals | 5.64 | - |
Automobiles | 4 | 5.9 |
Personal Products | 0.63 | - |
Transport Services | 3.16 | - |
Capital Markets | 1.49 | 2.31 |
Gas | 3.09 | - |
Electrical Equipment | 2.21 | - |
Fertilizers & Agrochemicals | 0.77 | - |
Insurance | 0.68 | - |
Industrial Products | 0.81 | 10.61 |
Aerospace & Defense | 6 | - |
Agricultural, Commercial & Construction Vehicles | 0.76 | - |
Auto Components | 4.86 | 4.66 |
Beverages | 0.79 | - |
Finance | 0.37 | 14.14 |
Ferrous Metals | 3.46 | - |
Power | 1.27 | - |
Retailing | 2.47 | 14.89 |
Healthcare Services | - | 1.69 |
Consumer Durables | - | 9.56 |
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