Sundaram Flexicap Fund Regular Growth vs Motilal Oswal Flexi Cap Fund Regular Plan compare
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Sundaram Flexicap Fund Regular Growth
Chart Comparison
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 Risk | 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 | -3.36% | -2.15% |
6 Month | -4.65% | -7.75% |
1 Year | 18.47% | 5.97% |
3 Year | 18.85% | - |
5 Year | 14.62% | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -0.28% | -4.8% |
3 Year | 22.87% | - |
5 Year | 19.35% | - |
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 | 15.651% | - |
Sharp | 0.791% | - |
Beta | 0.908% | - |
Alpha | 5.033% | - |
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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 |
---|---|---|
Others | 2.79 | 3.68 |
Large Cap | 49.67 | 75.13 |
Mid Cap | 46.6 | 8.02 |
Small Cap | 0.91 | 13.19 |
Sector Allocation
Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 2.79 | 0.59 |
Telecom - Services | 9.04 | - |
Construction | 3.01 | 6.18 |
Healthcare Services | 1.69 | - |
Industrial Products | 10.61 | - |
Banks | 2.69 | - |
Automobiles | 5.9 | - |
Capital Markets | 2.31 | - |
Finance | 14.14 | - |
IT - Software | 18.68 | - |
Consumer Durables | 9.56 | - |
Retailing | 14.89 | - |
Auto Components | 4.66 | - |
Energy | - | 9.77 |
Technology | - | 7.52 |
Financial | - | 29.63 |
Materials | - | 4.04 |
Consumer Staples | - | 6.47 |
Healthcare | - | 7.87 |
Metals & Mining | - | 1.32 |
Services | - | 13.32 |
Automobile | - | 3.88 |
Consumer Discretionary | - | 3.03 |
Capital Goods | - | 0.88 |
Chemicals | - | 1.7 |
Communication | - | 3.82 |
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