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Motilal Oswal Flexi Cap Fund Regular Plan vs Kotak Flexicap Fund 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) ₹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 6.74% 3.8%
6 Month -4.41% -9.86%
1 Year 8.57% 15.55%
3 Year 14.02% 19.46%
5 Year 21.83% 21.79%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month -2.71% -6.81%
1 Year -9.79% -10.59%
3 Year 12.36% 20.24%
5 Year 14.11% 17.33%

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 0.5% 0.761%
Beta 0.93% 0.889%
Alpha 0.59% 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 2.55 28.33
Large Cap 69.56 40.58
Small Cap 4.4 3.56
Mid Cap 23.49 27.53

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 2.55 23.34
Telecom - Services 2.97 -
Petroleum Products 4.38 -
IT - Software 9.57 -
Retailing 2.8 -
Pharmaceuticals and Biotechnology 2.03 -
Construction 4.77 -
Diversified FMCG 1.25 -
Non - Ferrous Metals 0.84 -
Banks 22.97 -
Pharmaceuticals & Biotechnology 1.49 -
Cement & Cement Products 0.8 -
Chemicals and Petrochemicals 6.41 -
Personal Products 0.55 -
Transport Services 3.46 -
Capital Markets 1.62 -
Gas 2.91 -
Electrical Equipment 1.61 -
Automobiles 3.56 -
Fertilizers & Agrochemicals 0.77 -
Insurance 0.59 -
Industrial Products 0.74 -
Aerospace and Defense 0.33 -
Agricultural, Commercial & Construction Vehicles 0.51 -
Aerospace & Defense 5.26 -
Cement and Cement Products 5.34 -
Auto Components 3.78 -
Beverages 0.89 -
Finance 0.26 -
Ferrous Metals 3.58 -
Power 1.41 -
Communication Services - 9.21
Industrials - 18.3
Healthcare - 1.75
Financial Services - 9.73
Consumer Cyclical - 17.23
Technology - 20.44

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