DSP Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
DSP Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | DSP Flexi Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹13727 Cr | ₹11852 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 28 Apr 2014 | 07 Jun 2007 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 90% | 29% |
Expense Ratio | 1.72 | 1.74 |
Manager | Rakesh Shetty | Rohit Singhania |
ISIN Code | INF247L01478 | INF740K01037 |
Exits Load | Motilal Oswal Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | DSP Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | -2.65% | -3.44% |
6 Month | 10.76% | 8.48% |
1 Year | 7.43% | 0.14% |
3 Year | 22.49% | 15.74% |
5 Year | 19.28% | 19.93% |
SIP Return Analysis
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.68% | 0.76% |
1 Year | 3.98% | -0.25% |
3 Year | 22.61% | 14.21% |
5 Year | 19.07% | 14.63% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.61% | 11.85% |
3 Year | 13.36% | 14.44% |
5 Year | 12.02% | 14.64% |
Risk Management
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.71% | 13.45% |
Sharp | 1.07% | 0.87% |
Beta | 0.95% | 0.92% |
Alpha | 7.24% | 0.86% |
Fund Managers
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Rakesh Shetty | Rohit Singhania |
Total AUM | ₹33886 Cr | ₹46862 Cr |
Funds Managed | 19 | 7 |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | DSP Flexi Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 28.08 | 13.67 |
Large Cap | 39.46 | 50.51 |
Mid Cap | 30.4 | 16.02 |
Small Cap | 2.05 | 19.8 |
Sector Allocation
Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 6.74 | 3.33 |
Communication Services | 8.31 | 3.43 |
Industrials | 20.55 | 7.58 |
Healthcare | 1.82 | 9.55 |
Financial Services | 9.39 | 40.62 |
Technology | 30.71 | 9.1 |
Consumer Cyclical | 16.57 | 6.93 |
Utilities | 5.9 | 1.09 |
Energy | - | 3.05 |
Consumer Defensive | - | 6.53 |
Basic Materials | - | 8.69 |
Real Estate | - | 0.09 |
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