Motilal Oswal Flexi Cap Fund Regular Plan vs HDFC Flexi Cap Fund compare

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tortoise-icon HDFC Flexi Cap Fund - Growth 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 HDFC Flexi Cap Fund - Growth Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Fund HDFC Flexi Cap Fund - Growth Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹59103 Cr ₹11127 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 01 Jan 1995 08 Apr 2014
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 42.17% 90%
Expense Ratio 1.46 1.74
Manager Dhruv Muchhal Rakesh Shetty
ISIN Code INF179K01608 INF247L01478
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed within 15 days/365

Trailing Lumpsum Returns

Scheme Name HDFC Flexi Cap Fund - Growth Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month -3.98% -4.92%
6 Month 9.46% 15.56%
1 Year 34.6% 45.53%
3 Year 22.37% 18.6%
5 Year 22.2% 17.09%

SIP Return Analysis

Scheme Name HDFC Flexi Cap Fund - Growth Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month - -
1 Year 27.09% 36.26%
3 Year 29.09% 31.9%
5 Year 28.78% 23.87%

Rolling Lumpsum Returns

Scheme Name HDFC Flexi Cap Fund - Growth Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year 18.58% 12.77%
3 Year 18.66% 12.81%
5 Year 18.53% 11.22%

Risk Management

Scheme Name HDFC Flexi Cap Fund - Growth Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation 12.12% 12.18%
Sharp 1.51% 0.92%
Beta 0.86% 0.85%
Alpha 7.25% 0.66%

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Fund Managers

Scheme Name HDFC Flexi Cap Fund - Growth Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Name Dhruv Muchhal Rakesh Shetty
Total AUM ₹520687 Cr ₹33886 Cr
Fund Manage 40 19
HDFC Flexi Cap Fund - Growth Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Market Cap

Scheme Name

HDFC Flexi Cap Fund - Growth Plan

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 9.74 14.53
Large Cap 74.75 47.35
Mid Cap 3.47 29
Small Cap 12.04 9.12

Sector Allocation

Scheme Name

HDFC Flexi Cap Fund - Growth Plan

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 9.74 2.39
Telecom - Services 4.78 -
Petroleum Products 0.22 -
IT - Software 9.02 -
Construction 1.48 5.5
Banks 34.35 -
Realty 4.51 -
Agricultural, Commercial & Construction Vehicles 0.52 -
Pharmaceuticals & Biotechnology 8.79 -
Automobiles 7.13 -
Aerospace & Defense 1.25 -
Leisure Services 1.65 -
Ferrous Metals 0.52 -
Consumer Durables 1.19 -
Healthcare Services 3.76 -
Insurance 4.46 -
IT - Services 0.4 -
Transport Services 0.12 -
Diversified FMCG 0.38 -
Entertainment 0.29 -
Auto Components 2.55 -
Cement & Cement Products 0.39 -
Power 1.33 -
Beverages 1.17 -
Communication - 10.51
Services - 13.42
Capital Goods - 13.6
Financial - 20.94
Technology - 12.68
Chemicals - 2.18
Consumer Discretionary - 6.43
Healthcare - 1.6
Automobile - 10.75

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