Aditya Birla Sun Life Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare

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tortoise-icon Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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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 Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Fund Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹21899 Cr ₹11127 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 14 Aug 1998 08 Apr 2014
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20% 90%
Expense Ratio 1.68 1.74
Manager Dhaval Joshi Rakesh Shetty
ISIN Code INF209K01AJ8 INF247L01478
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load of 1% if redeemed within 15 days/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month 6.81% 3.28%
6 Month 19.9% 27.54%
1 Year 37.47% 59.68%
3 Year 15.91% 18.9%
5 Year 21.61% 18.76%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month - -
1 Year 15.35% 21.55%
3 Year 34.1% 45.23%
5 Year 66.01% 66.55%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year 21.14% 19.6%
3 Year 49.92% 50.23%
5 Year 72.67% 77.54%

Risk Management

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation 12.55% 12.18%
Sharp 0.82% 0.92%
Beta 0.96% 0.85%
Alpha -2.34% 0.66%

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Fund Managers

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Name Dhaval Joshi Rakesh Shetty
Total AUM ₹361932 Cr ₹33886 Cr
Fund Manage 55 19
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Large Cap 74.07 47.35
Mid Cap 13.14 29
Small Cap 8.98 9.12
Others 3.81 14.53

Sector Allocation

Scheme Name

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Financial 27.49 20.94
Technology 10.34 12.68
Communication 4.78 10.51
Healthcare 10.07 1.6
Energy 4.06 -
Construction 3.07 5.5
Automobile 7.27 10.75
Consumer Staples 7.81 -
Capital Goods 6.1 13.6
Metals & Mining 4.07 -
Insurance 2.8 -
Others 1.56 2.39
Consumer Discretionary 3.45 6.43
Unclassified 1.02 -
Materials 1.29 -
Chemicals 1.19 2.18
Diversified 0.91 -
Services 2.72 13.42

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