Aditya Birla Sun Life Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Chart Comparison
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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