Motilal Oswal Flexi Cap Fund Regular Plan vs Aditya Birla Sun Life Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Chart Comparison
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) | ₹21417 Cr | ₹11855 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 | 1.72 |
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 | 6.02% | 6.55% |
6 Month | -11.61% | -11.81% |
1 Year | 7.55% | 15.19% |
3 Year | 12.41% | 19.62% |
5 Year | 25.57% | 24.41% |
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 | -2.69% | -5.7% |
1 Year | -3.78% | -1.58% |
3 Year | 16.04% | 24.53% |
5 Year | 16.68% | 20.02% |
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 | 17.42% | 13.33% |
3 Year | 16.25% | 13.03% |
5 Year | 16.95% | 11.59% |
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% | 15.785% |
Sharp | 0.44% | 0.761% |
Beta | 0.95% | 0.889% |
Alpha | -0.39% | 6.046% |
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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 |
Funds Managed | 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 | 2.97 | 28.33 |
Large Cap | 68.48 | 40.58 |
Small Cap | 10.36 | 3.56 |
Mid Cap | 18.19 | 27.53 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 1.38 | 23.34 |
Communication Services | 3.18 | 9.21 |
Energy | 5.54 | - |
Technology | 11.14 | 20.44 |
Healthcare | 8.65 | 1.75 |
Industrials | 11.66 | 18.3 |
Financial Services | 30.82 | 9.73 |
Basic Materials | 8.1 | - |
Consumer Cyclical | 11.37 | 17.23 |
Utilities | 0.08 | - |
Consumer Defensive | 7.5 | - |
Real Estate | 0.6 | - |
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