Motilal Oswal Flexi Cap Fund Regular Plan vs Kotak Flexicap Fund 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)	₹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

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month	-1.7%	-1.97%
6 Month	1.5%	15.82%
1 Year	27.76%	47.37%
3 Year	14.42%	19.97%
5 Year	16.48%	17.57%

Scheme Name	Kotak Flexicap Fund - Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month	-	-
1 Year	-	33.29%
3 Year	-	31.91%
5 Year	-	24.12%

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	0.61%	0.92%
Beta	0.93%	0.85%
Alpha	-0.3%	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	1.66	14.53
Large Cap	73.16	47.35
Small Cap	5.26	9.12
Mid Cap	20.13	29

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