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Compare Kotak Focused Equity Fund vs Motilal Oswal Flexi Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.89 | 1.72 |
NAV | ₹25.17 | ₹60.35 |
Fund Started | 25 Jun 2019 | 07 Apr 2014 |
Fund Size | ₹3658.99 Cr | ₹13726.64 Cr |
Exit Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days. | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.89
1.72
NAV
₹25.17
₹60.35
Fund Started
25 Jun 2019
07 Apr 2014
Fund Size
₹3658.99 Cr
₹13726.64 Cr
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 3.13% | 7.25% |
3 Year | 15.21% | 22.29% |
5 Year | 19.60% | 18.77% |
1 Year
3.13%
7.25%
3 Year
15.21%
22.29%
5 Year
19.60%
18.77%
Holding Analysis
Equity | 98.67% | 93.26% |
Cash | 1.33% | 6.74% |
Equity
98.67%
93.26%
Cash
1.33%
6.74%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.57% |
ICICI Bank Ltd. | 6.97% |
Bharti Airtel Ltd. | 5.85% |
Eternal Ltd. | 4.81% |
Tech Mahindra Ltd. | 4.70% |
Bharat Electronics Ltd. | 4.31% |
State Bank of India | 3.92% |
Shriram Finance Ltd | 3.91% |
Infosys Ltd. | 3.89% |
Reliance Industries Ltd. | 3.88% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.20% |
Polycab India Ltd. | 9.94% |
Dixon Technologies (India) Ltd. | 9.82% |
Kalyan Jewellers India Ltd. | 8.66% |
Persistent Systems Ltd. | 8.65% |
Trent Ltd. | 7.31% |
CG Power and Industrial Solutions Ltd. | 6.51% |
Siemens Energy India Ltd. | 5.90% |
Cholamandalam Investment and Finance Company Ltd. | 5.26% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | 5.24% |
Fund Manager
Name | Shibani Sircar Kurian | Ajay Khandelwal |
Start Date | 06 Feb 2023 | 16 Dec 2021 |
Name
Shibani Sircar Kurian
Ajay Khandelwal
Start Date
06 Feb 2023
16 Dec 2021
About Fund
Description | The scheme seeks to generate long term capital appreciation/income by investing in equity & equity related instruments across market capitalization of up to 30 companies. | The scheme seeks to achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels. |
Launch Date | 25 Jun 2019 | 07 Apr 2014 |
Description
The scheme seeks to generate long term capital appreciation/income by investing in equity & equity related instruments across market capitalization of up to 30 companies.
The scheme seeks to achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels.
Launch Date
25 Jun 2019
07 Apr 2014
