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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) ₹11855 Cr ₹2123 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 28 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 1.72 2
Manager Rakesh Shetty Dwijendra Srivastava
ISIN Code INF247L01478 INF903JA1LB8
Exits Load Motilal Oswal Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Sundaram Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Sundaram Flexicap Fund Regular Growth
1 Month 8.14% 6.33%
6 Month -10.03% -9.74%
1 Year 18.43% 6.73%
3 Year 21.84% -
5 Year 23.65% -

SIP Return Analysis

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Sundaram Flexicap Fund Regular Growth
6 Month -5.7% -3.71%
1 Year -1.58% -5.32%
3 Year 24.53% -
5 Year 20.02% -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Sundaram Flexicap Fund Regular Growth
1 Year 13.33% 25.7%
3 Year 13.03% -
5 Year 11.59% -

Risk Management

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Sundaram Flexicap Fund Regular Growth
Standard Deviation 15.785% -
Sharp 0.761% -
Beta 0.889% -
Alpha 6.046% -

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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
Funds Managed 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

Others 28.33 2.95
Large Cap 40.58 71.33
Mid Cap 27.53 13.08
Small Cap 3.56 12.64

Sector Allocation

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Sundaram Flexicap Fund Regular Growth

Others 23.34 3.46
Communication Services 9.21 5.94
Industrials 18.3 13.77
Healthcare 1.75 7.21
Financial Services 9.73 31.92
Consumer Cyclical 17.23 9.69
Technology 20.44 8.91
Energy - 5.61
Basic Materials - 5.37
Consumer Defensive - 6.69
Utilities - 1.44

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