Sundaram Flexicap Fund Regular Growth vs Motilal Oswal Flexi Cap Fund Regular Plan compare

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tortoise-icon Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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tortoise-icon Sundaram Flexicap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Sundaram Flexicap Fund Regular Growth
Fund Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Sundaram Flexicap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹11127 Cr ₹2154 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 08 Apr 2014 06 Sep 2022
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 90% 42%
Expense Ratio 1.74 2
Manager Rakesh Shetty Dwijendra Srivastava
ISIN Code INF247L01478 INF903JA1LB8
Exits Load Exit load of 1% if redeemed within 15 days/365 Exit Load for units in excess of 25% of the investment,1% will be charged for redemption within 365 days./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Sundaram Flexicap Fund Regular Growth
1 Month 3.28% 2.39%
6 Month 27.54% 17.2%
1 Year 59.68% 31.98%
3 Year 18.9% -
5 Year 18.76% -

SIP Return Analysis

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Sundaram Flexicap Fund Regular Growth
6 Month - -
1 Year 21.55% 11.68%
3 Year 45.23% 21.95%
5 Year 66.55% 21.95%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Sundaram Flexicap Fund Regular Growth
1 Year 19.6% 18.73%
3 Year 50.23% 25.55%
5 Year 77.54% 25.55%

Risk Management

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Sundaram Flexicap Fund Regular Growth
Standard Deviation 12.18% 8.4%
Sharp 0.92% -
Beta 0.85% -
Alpha 0.66% -

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Fund Managers

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Sundaram Flexicap Fund Regular Growth
Name Rakesh Shetty Dwijendra Srivastava
Total AUM ₹33886 Cr ₹14140 Cr
Fund Manage 19 14
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Sundaram Flexicap Fund Regular Growth

Market Cap

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Sundaram Flexicap Fund Regular Growth

Large Cap 47.35 75.13
Mid Cap 29 8.02
Others 14.53 3.68
Small Cap 9.12 13.19

Sector Allocation

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Sundaram Flexicap Fund Regular Growth

Financial 20.94 29.63
Automobile 10.75 3.88
Technology 12.68 7.52
Capital Goods 13.6 0.88
Services 13.42 13.32
Consumer Discretionary 6.43 3.03
Communication 10.51 3.82
Construction 5.5 6.18
Others 2.39 0.59
Chemicals 2.18 1.7
Healthcare 1.6 7.87
Energy - 9.77
Consumer Staples - 6.47
Materials - 4.04
Metals & Mining - 1.32

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