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)	₹50582 Cr	₹12024 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	1.47	1.73
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

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month	-4.39%	-9.51%
6 Month	-6.73%	1.6%
1 Year	11.8%	24.7%
3 Year	12.73%	17.94%
5 Year	15.02%	16.05%

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month	-	-
1 Year	1.23%	16.4%
3 Year	16.36%	28.29%
5 Year	17.32%	22.19%

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%

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation	12.26%	12.18%
Sharp	0.62%	0.92%
Beta	0.92%	0.85%
Alpha	0.43%	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	1.49	2.79
Large Cap	73.11	49.67
Small Cap	5.88	0.91
Mid Cap	19.68	46.6

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