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

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon 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) ₹52972 Cr ₹11127 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 05 Sep 2009 08 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 1.45 1.74
Manager Harsha Upadhyaya Rakesh Shetty
ISIN Code INF174K01336 INF247L01478
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365 Exit load of 1% if redeemed within 15 days/365

Trailing Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month -5.88% -4.92%
6 Month 2.7% 15.56%
1 Year 25.26% 45.53%
3 Year 13.18% 18.6%
5 Year 15.79% 17.09%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month - -
1 Year 16.99% 36.26%
3 Year 20.72% 31.9%
5 Year 19.77% 23.87%

Rolling Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year 12.66% 12.77%
3 Year 15.17% 12.81%
5 Year 15.25% 11.22%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation 12.26% 12.18%
Sharp 0.61% 0.92%
Beta 0.93% 0.85%
Alpha -0.3% 0.66%

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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 1.66 14.53
Large Cap 73.16 47.35
Small Cap 5.26 9.12
Mid Cap 20.13 29

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 1.66 2.39
Telecom - Services 2.73 -
Petroleum Products 5.22 -
IT - Software 8.43 -
Pharmaceuticals & Biotechnology 3.6 -
Construction 5.22 5.5
Diversified FMCG 1.91 -
Non - Ferrous Metals 1.05 -
Banks 21.27 -
Cement & Cement Products 6.16 -
Chemicals & Petrochemicals 5.82 -
Personal Products 0.65 -
Transport Services 3.43 -
Capital Markets 1.06 -
Gas 3.29 -
Electrical Equipment 2.15 -
Automobiles 4.12 -
Fertilizers & Agrochemicals 0.65 -
Insurance 0.6 -
Industrial Products 0.86 -
Aerospace & Defense 5.65 -
Agricultural, Commercial & Construction Vehicles 0.65 -
Auto Components 5.08 -
Beverages 0.87 -
Finance 0.4 -
Ferrous Metals 3.75 -
Power 1.31 -
Retailing 2.62 -
Communication - 10.51
Services - 13.42
Capital Goods - 13.6
Financial - 20.94
Technology - 12.68
Chemicals - 2.18
Consumer Discretionary - 6.43
Healthcare - 1.6
Automobile - 10.75

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