Motilal Oswal Flexi Cap Fund Regular Plan vs Kotak Flexicap Fund 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 | -3.9% | -4.87% |
6 Month | -11.58% | -11.34% |
1 Year | 2.53% | 13.31% |
3 Year | 14.25% | 19.98% |
5 Year | 17.04% | 16.69% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
6 Month | -7.8% | -10.59% |
1 Year | -14.48% | -11.39% |
3 Year | 11.2% | 20.14% |
5 Year | 13.92% | 17.49% |
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 | 13.548% | 15.785% |
Sharp | 0.487% | 0.761% |
Beta | 0.91% | 0.889% |
Alpha | 0.499% | 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 |
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 | 2.34432 | 28.33074 |
Large Cap | 69.16543 | 40.58157 |
Small Cap | 5.11787 | 3.5572 |
Mid Cap | 23.37235 | 27.53048 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 2.02411 | 23.33687 |
Communication Services | 2.84366 | 9.21042 |
Energy | 6.04492 | - |
Technology | 9.92584 | 20.44496 |
Consumer Cyclical | 10.47977 | 17.226 |
Healthcare | 3.47016 | 1.75103 |
Industrials | 21.55467 | 18.30014 |
Consumer Defensive | 2.78444 | - |
Basic Materials | 13.77729 | - |
Financial Services | 24.22463 | 9.73057 |
Utilities | 2.87048 | - |
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