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 | Very High |
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 | 6.59% | 6.55% |
6 Month | -10.22% | -11.81% |
1 Year | 5.55% | 15.19% |
3 Year | 13.3% | 19.62% |
5 Year | 23.94% | 24.41% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
6 Month | -2.11% | -5.7% |
1 Year | -5.77% | -1.58% |
3 Year | 14.87% | 24.53% |
5 Year | 16% | 20.02% |
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% | 15.785% |
Sharp | 0.49% | 0.761% |
Beta | 0.91% | 0.889% |
Alpha | 0.38% | 6.046% |
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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 |
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 | 2.34 | 28.33 |
Large Cap | 69.17 | 40.58 |
Small Cap | 5.12 | 3.56 |
Mid Cap | 23.37 | 27.53 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 2.02 | 23.34 |
Communication Services | 2.84 | 9.21 |
Energy | 6.04 | - |
Technology | 9.93 | 20.44 |
Consumer Cyclical | 10.48 | 17.23 |
Healthcare | 3.47 | 1.75 |
Industrials | 21.55 | 18.3 |
Consumer Defensive | 2.78 | - |
Basic Materials | 13.78 | - |
Financial Services | 24.22 | 9.73 |
Utilities | 2.87 | - |
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