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) | ₹24815 Cr | ₹14312 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 | -0.14% | -3.43% |
| 6 Month | 5.51% | 0.01% |
| 1 Year | 7.61% | -6.89% |
| 3 Year | 17.47% | 20.94% |
| 5 Year | 16.53% | 15.6% |
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 | 3.81% | -1.55% |
| 1 Year | 18.75% | 6.42% |
| 3 Year | 16.86% | 18.44% |
| 5 Year | 15.6% | 17.17% |
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 | 15.83% | 12.84% |
| 3 Year | 16.67% | 13.66% |
| 5 Year | 16.32% | 12.3% |
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 | 12.55% | 15.91% |
| Sharp | 0.85% | 0.90% |
| Beta | 0.96% | 1.00% |
| Alpha | 1.22% | 5.73% |
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 | 5.27 | 33.4 |
| Large Cap | 61.62 | 39.78 |
| Mid Cap | 19.98 | 25.38 |
| Small Cap | 13.13 | 1.45 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 1.18 | 18.45 |
| Communication Services | 2.63 | 8.85 |
| Energy | 4.88 | - |
| Technology | 10.2 | 28.53 |
| Healthcare | 7.5 | - |
| Industrials | 9.17 | 16.69 |
| Basic Materials | 10.43 | - |
| Financial Services | 31.89 | 9.55 |
| Consumer Cyclical | 14.02 | 17.43 |
| Consumer Defensive | 7.5 | 0.5 |
| Real Estate | 0.6 | - |
| Utilities | - | 0 |
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