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 | 1.6% | 3.97% |
6 Month | 7.22% | 0.58% |
1 Year | 7.32% | 11.26% |
3 Year | 20.68% | 26.94% |
5 Year | 22.33% | 21.14% |
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% | 15.77% |
Sharp | 1.17% | 1.28% |
Beta | 0.94% | 0.91% |
Alpha | 0.81% | 7.33% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.98 | 28.35 |
Large Cap | 66 | 39.75 |
Mid Cap | 16.83 | 29.82 |
Small Cap | 12.18 | 2.08 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 2.12 | 22.96 |
Communication Services | 2.98 | 8.52 |
Energy | 5.71 | - |
Technology | 8.25 | 22.43 |
Healthcare | 6.44 | 1.73 |
Industrials | 10.68 | 18.22 |
Financial Services | 33.21 | 8.53 |
Basic Materials | 10.11 | - |
Consumer Cyclical | 12.23 | 17.08 |
Consumer Defensive | 7.68 | 0.54 |
Real Estate | 0.61 | - |
Top Comparisons
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns19.82%
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
3Y Returns19.82%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns24.82%
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns16.82%
Kotak Flexicap Fund - Growth
3Y Returns21.4%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns18.71%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns21.37%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns31.07%