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Aditya Birla Sun Life Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare

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tortoise-icon Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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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 Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Fund Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹23266 Cr ₹13554 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 27 Aug 1998 28 Apr 2014
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20% 90%
Expense Ratio 1.68 1.72
Manager Dhaval Joshi Rakesh Shetty
ISIN Code INF209K01AJ8 INF247L01478
Exits Load Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month 4.27% 3.69%
6 Month 8.8% 9.66%
1 Year 7.64% 5.31%
3 Year 17.55% 21.7%
5 Year 20.43% 19.49%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month 0.39% -1.64%
1 Year 9.02% 2.87%
3 Year 14.35% 19.34%
5 Year 14.32% 17.52%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year 16.28% 13.31%
3 Year 16.31% 13.5%
5 Year 17.33% 12.14%

Risk Management

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation 12.74% 15.89%
Sharp 0.83% 0.92%
Beta 0.96% 0.98%
Alpha 1.52% 5.26%

Fund Managers

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Name Dhaval Joshi Rakesh Shetty
Total AUM ₹361932 Cr ₹33886 Cr
Funds Managed 55 19
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 4.87 23.55
Large Cap 64.21 45.68
Mid Cap 18.12 29.48
Small Cap 12.8 1.3

Sector Allocation

Scheme Name

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 1.91 5.8
Communication Services 2.74 2.86
Energy 4.67 -
Technology 9.36 32.63
Healthcare 6.61 0
Industrials 10.97 19.67
Basic Materials 10.29 -
Financial Services 31.42 9.47
Consumer Cyclical 13.78 24.07
Consumer Defensive 7.59 -
Real Estate 0.64 -
Utilities - 5.5

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