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) ₹22093 Cr ₹12024 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 1.66 1.73
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 2.38% 7.23%
6 Month 2.42% 15.67%
1 Year 16.12% 43.22%
3 Year 12.95% 22.82%
5 Year 16.14% 18.43%

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 10.32% 39.68%
3 Year 16.86% 34.92%
5 Year 18.05% 25.84%

Rolling Lumpsum Returns

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year 13% 12.77%
3 Year 12.88% 12.81%
5 Year 12.72% 11.22%

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 0.57% 0.92%
Beta 0.84% 0.85%
Alpha -1.67% 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 9.99 2.79
Large Cap 48.04 49.67
Small Cap 20.43 0.91
Mid Cap 21.54 46.6

Sector Allocation

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 9.99 2.79
Petroleum Products 5.68 -
IT - Software 3.55 18.68
Construction 3.6 3.01
Ferrous Metals 1.3 -
Finance 4.27 14.14
Capital Markets 1.69 2.31
Healthcare Services 2.41 1.69
Banks 14.9 2.69
Retailing 3.28 14.89
Diversified FMCG 1.89 -
Non - Ferrous Metals 1.71 -
Pharmaceuticals & Biotechnology 1.77 -
Cement & Cement Products 5.01 -
Consumer Durables 5.24 9.56
Paper, Forest & Jute Products 0.19 -
Auto Components 2.31 4.66
Fertilizers & Agrochemicals 0.66 -
Industrial Products 4.59 10.61
Chemicals & Petrochemicals 0.32 -
Automobiles 5.4 5.9
Telecom - Services 3.76 9.04
Insurance 1.66 -
Gas 1.72 -
Transport Services 1.2 -
Electrical Equipment 0.28 -
Diversified Metals 0.33 -
Food Products 0.44 -
Leisure Services 2.03 -
Personal Products 1.42 -
Household Products 0.44 -
Financial Technology (Fintech) 0.45 -
Power 2.1 -
Industrial Manufacturing 0.2 -
Beverages 1.12 -
Entertainment 1.2 -
Textiles & Apparels 1.89 -

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