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) ₹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

Trailing Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month 2.12% 7.23%
6 Month -0.66% 15.67%
1 Year 18.98% 43.22%
3 Year 15.88% 22.82%
5 Year 16.4% 18.43%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month - -
1 Year 11.06% 39.68%
3 Year 19.78% 34.92%
5 Year 19.43% 25.84%

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 0.78% 0.92%
Beta 0.92% 0.85%
Alpha 0.83% 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 1.49 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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