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

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)	₹51104 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	1.46	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

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month	4.63%	3.28%
6 Month	21.64%	27.54%
1 Year	34.46%	59.68%
3 Year	16.59%	18.9%
5 Year	19.61%	18.76%

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month	-	-
1 Year	18.33%	21.55%
3 Year	38.89%	45.23%
5 Year	68.88%	66.55%

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year	20.39%	19.6%
3 Year	51.57%	50.23%
5 Year	75.36%	77.54%

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation	12.26%	12.18%
Sharp	0.8%	0.92%
Beta	0.92%	0.85%
Alpha	-0.49%	0.66%

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

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Others	1.93	14.53
Large Cap	72.33	47.35
Small Cap	5.07	9.12
Mid Cap	20.79	29

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Others	1.73	2.39
Telecom - Services	2.38	-
Petroleum Products	5.46	-
IT - Software	6.97	-
Pharmaceuticals and Biotechnology	3.91	-
Construction	5.45	5.5
Diversified FMCG	1.77	-
Non - Ferrous Metals	0.93	-
Banks	20.63	-
Cement and Cement Products	6.2	-
Chemicals and Petrochemicals	5.88	-
Automobiles	5.56	-
Personal Products	0.67	-
Transport Services	3.55	-
Capital Markets	0.94	-
Gas	3.41	-
Electrical Equipment	2.26	-
Fertilizers and Agrochemicals	0.67	-
Insurance	0.56	-
Industrial Products	0.93	-
Agricultural, Commercial and Constr	0.81	-
Aerospace and Defense	5.76	-
Auto Components	5.44	-
Beverages	0.89	-
Finance	0.33	-
Ferrous Metals	3.58	-
Power	1.29	-
Retailing	2.05	-
Unclassified	0.11	-
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