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

Link copied to clipboard!

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

Invest Now

tortoise-icon Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Invest Now

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) ₹22507 Cr ₹12024 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 27 Aug 1998 28 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 1.73
Manager Dhaval Joshi Rakesh Shetty
ISIN Code INF209K01AJ8 INF247L01478
Exits Load Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month 1.15% 7.23%
6 Month 3.65% 15.67%
1 Year 20.18% 43.22%
3 Year 14.98% 22.82%
5 Year 17.46% 18.43%

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 12.59% 39.68%
3 Year 20.34% 34.92%
5 Year 20.07% 25.84%

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 17.29% 12.77%
3 Year 16.34% 12.81%
5 Year 16.91% 11.22%

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 0.66% 0.92%
Beta 0.97% 0.85%
Alpha -0.85% 0.66%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Others 0.98 2.79
Large Cap 67.65 49.67
Small Cap 13.11 0.91
Mid Cap 17.83 46.6

Sector Allocation

Scheme Name

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

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 0.98 2.79
Telecom - Services 3.25 9.04
Petroleum Products 5.03 -
IT - Software 10.74 18.68
Construction 2.89 3.01
Finance 4.45 14.14
Banks 20.57 2.69
Non - Ferrous Metals 1.22 -
Pharmaceuticals & Biotechnology 6.63 -
Cement & Cement Products 2.5 -
Paper, Forest & Jute Products 0.56 -
Healthcare Services 2.27 1.69
Electrical Equipment 2.5 -
Auto Components 4.54 4.66
Ferrous Metals 0.98 -
Automobiles 5.24 5.9
Chemicals & Petrochemicals 2.23 -
Personal Products 1.11 -
Insurance 3.99 -
Consumer Durables 4.27 9.56
Industrial Products 2.85 10.61
Agricultural Food & other Products 1.47 -
Retailing 1.86 14.89
Entertainment 0.43 -
Fertilizers & Agrochemicals 0.24 -
Aerospace & Defense 0.51 -
Minerals & Mining 0.37 -
Transport Services 0.57 -
Industrial Manufacturing 0.26 -
Realty 0.59 -
Capital Markets 0.53 2.31
Beverages 3.94 -

Top Comparisons

Kotak Dynamic Bond Fund Regular Plan Growth Kotak Dynamic Bond Fund Regular Plan Growth

3Y Returns5.91%

VS

Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns5.15%

Compare Now

Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth

3Y Returns15.87%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns18.81%

Compare Now

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns13.91%

VS

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns13.91%

Compare Now

Mahindra Manulife Focused Fund - Regular Plan - Growth Mahindra Manulife Focused Fund - Regular Plan - Growth

3Y Returns19.92%

VS

HDFC Focused 30 Fund - GROWTH PLAN HDFC Focused 30 Fund - GROWTH PLAN

3Y Returns24.72%

Compare Now
Request call back
Add to Cart Successfully