Motilal Oswal Flexi Cap Fund Regular Plan vs Aditya Birla Sun Life Flexi Cap Fund 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) ₹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 0.3% 4.69%
6 Month 3.08% 14.08%
1 Year 20.88% 43.08%
3 Year 14.82% 23.03%
5 Year 17.42% 18.31%

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%

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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

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 -

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