Motilal Oswal Flexi Cap Fund Regular Plan vs SBI Flexicap Fund compare

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tortoise-icon SBI Flexicap Fund - REGULAR PLAN -Growth Option

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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 SBI Flexicap Fund - REGULAR PLAN -Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Fund SBI Flexicap Fund - REGULAR PLAN -Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹22001 Cr ₹11127 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 05 Sep 2005 08 Apr 2014
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 55% 90%
Expense Ratio 1.66 1.74
Manager Pradeep Kesavan Rakesh Shetty
ISIN Code INF200K01222 INF247L01478
Exits Load Exit load of 0.10% if redeemed within 30 days./365 Exit load of 1% if redeemed within 15 days/365

Trailing Lumpsum Returns

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month 4.62% 3.28%
6 Month 20.44% 27.54%
1 Year 28.73% 59.68%
3 Year 14.28% 18.9%
5 Year 18.53% 18.76%

SIP Return Analysis

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month - -
1 Year 12.84% 21.55%
3 Year 29.03% 45.23%
5 Year 59.21% 66.55%

Rolling Lumpsum Returns

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year 19.55% 19.6%
3 Year 46.21% 50.23%
5 Year 65.2% 77.54%

Risk Management

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation 10.98% 12.18%
Sharp 0.69% 0.92%
Beta 0.83% 0.85%
Alpha -0.68% 0.66%

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Fund Managers

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Name Pradeep Kesavan Rakesh Shetty
Total AUM ₹434274 Cr ₹33886 Cr
Fund Manage 43 19
SBI Flexicap Fund - REGULAR PLAN -Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Market Cap

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 10.57 14.53
Large Cap 51.67 47.35
Small Cap 17.91 9.12
Mid Cap 19.85 29

Sector Allocation

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 10.57 2.39
Petroleum Products 6.64 -
IT - Software 3.44 -
Construction 3.6 5.5
Ferrous Metals 2.46 -
Finance 4.28 -
Capital Markets 1.62 -
Healthcare Services 2.12 -
Diversified FMCG 2.33 -
Agricultural Food & other Products 0.19 -
Non - Ferrous Metals 1.74 -
Banks 18.44 -
Pharmaceuticals & Biotechnology 1.16 -
Cement & Cement Products 5.01 -
Consumer Durables 4.98 -
Auto Components 1.86 -
Fertilizers & Agrochemicals 0.53 -
Chemicals & Petrochemicals 0.35 -
Automobiles 4.82 -
Personal Products 1.79 -
Transport Services 1.78 -
Industrial Products 3.87 -
Telecom - Services 2.5 -
Insurance 2.07 -
Gas 1.94 -
Electrical Equipment 0.25 -
Leisure Services 1.93 -
Household Products 0.33 -
Retailing 2 -
Power 1.38 -
Industrial Manufacturing 0.24 -
Beverages 1.17 -
Entertainment 0.56 -
Textiles & Apparels 2.05 -
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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