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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) ₹21593 Cr ₹11855 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 29 Sep 2005 28 Apr 2014
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over 55% 90%
Expense Ratio 1.67 1.72
Manager Pradeep Kesavan Rakesh Shetty
ISIN Code INF200K01222 INF247L01478
Exits Load SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 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 SBI Flexicap Fund - REGULAR PLAN -Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month 4.72% 7.31%
6 Month -11.49% -10.5%
1 Year 4.93% 18.45%
3 Year 9.92% 20.92%
5 Year 22.25% 23.95%

SIP Return Analysis

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month -4.92% -5.7%
1 Year -9.3% -1.58%
3 Year 10.61% 24.53%
5 Year 13.46% 20.02%

Rolling Lumpsum Returns

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year 13.06% 13.33%
3 Year 12.84% 13.03%
5 Year 12.81% 11.59%

Risk Management

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation 10.98% 15.785%
Sharp 0.29% 0.761%
Beta 0.85% 0.889%
Alpha -2.08% 6.046%

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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
Funds Managed 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 14.01 28.33
Large Cap 50.99 40.58
Small Cap 17.74 3.56
Mid Cap 17.26 27.53

Sector Allocation

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 7.82 23.34
Energy 4.58 -
Technology 10.09 20.44
Industrials 7.5 18.3
Basic Materials 7.04 -
Financial Services 27.7 9.73
Healthcare 6.34 1.75
Consumer Cyclical 16.13 17.23
Consumer Defensive 4.84 -
Communication Services 6.11 9.21
Utilities 1.85 -

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