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) | ₹22826 Cr | ₹13023 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 | 2.91% | 5.57% |
6 Month | 5.03% | -3.05% |
1 Year | 7.35% | 11.01% |
3 Year | 21.67% | 28.14% |
5 Year | 22.61% | 21.56% |
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 | 10.12% | 10.97% |
1 Year | 14.44% | 14.6% |
3 Year | 19.33% | 27.18% |
5 Year | 17.67% | 21.54% |
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 | 16.85% | 13.78% |
3 Year | 16.17% | 13.23% |
5 Year | 17.02% | 11.83% |
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% | 16.01% |
Sharp | 0.9% | 1.06% |
Beta | 0.94% | 0.90% |
Alpha | 0.76% | 6.74% |
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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 | 2.44 | 28.35 |
Large Cap | 67.36 | 39.75 |
Small Cap | 13.66 | 2.08 |
Mid Cap | 16.85 | 29.82 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 2.44 | 22.96 |
Telecom - Services | 2.98 | - |
Petroleum Products | 5.71 | - |
IT - Software | 8.25 | - |
Pharmaceuticals & Biotechnology | 4.26 | - |
Construction | 2.28 | - |
Finance | 5.63 | - |
Consumer Durables | 2.54 | - |
Banks | 22.41 | - |
Non - Ferrous Metals | 1.52 | - |
Cement & Cement Products | 2.53 | - |
Electrical Equipment | 2.31 | - |
Auto Components | 4.93 | - |
Automobiles | 6.13 | - |
Chemicals & Petrochemicals | 2.88 | - |
Personal Products | 1.27 | - |
Healthcare Services | 2.19 | - |
Insurance | 4.42 | - |
Industrial Products | 3.72 | - |
Agricultural Food & other Products | 1.7 | - |
Retailing | 2.08 | - |
Fertilizers & Agrochemicals | 0.39 | - |
Minerals & Mining | 0.42 | - |
Transport Services | 0.8 | - |
Industrial Manufacturing | 0.43 | - |
Realty | 0.61 | - |
Capital Markets | 0.73 | - |
Ferrous Metals | 1.27 | - |
Beverages | 3.48 | - |
Communication Services | - | 8.52 |
Industrials | - | 18.22 |
Healthcare | - | 1.73 |
Financial Services | - | 8.53 |
Technology | - | 22.43 |
Consumer Cyclical | - | 17.08 |
Consumer Defensive | - | 0.54 |
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