HDFC Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare
HDFC Flexi Cap Fund - Growth Plan
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Fund | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹91041 Cr | ₹14319 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 01 Jan 1995 | 28 Apr 2014 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 42.17% | 90% |
| Expense Ratio | 1.42 | 1.72 |
| Manager | Dhruv Muchhal | Rakesh Shetty |
| ISIN Code | INF179K01608 | INF247L01478 |
| Exits Load | HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 0.03% | -0.93% |
| 6 Month | 5.67% | 3.6% |
| 1 Year | 9.75% | 1.31% |
| 3 Year | 20.84% | 21.59% |
| 5 Year | 26.06% | 17.17% |
SIP Return Analysis
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 3.12% | -0.26% |
| 1 Year | 15.97% | 8.57% |
| 3 Year | 20.38% | 20.92% |
| 5 Year | 21.8% | 18.57% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 19.57% | 12.93% |
| 3 Year | 18.51% | 13.63% |
| 5 Year | 16.6% | 12.25% |
Risk Management
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 10.59% | 15.89% |
| Sharp | 1.34% | 0.92% |
| Beta | 0.78% | 0.98% |
| Alpha | 6.79% | 5.26% |
Fund Managers
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Rakesh Shetty |
| Total AUM | ₹520687 Cr | ₹33886 Cr |
| Funds Managed | 40 | 19 |
| HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Market Cap
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 12.84 | 26.7 |
| Large Cap | 74.59 | 43.43 |
| Small Cap | 9.35 | 1.4 |
| Mid Cap | 3.23 | 28.48 |
Sector Allocation
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 10.26 | 10.72 |
| Technology | 5.21 | 30.04 |
| Consumer Cyclical | 15.78 | 24.62 |
| Industrials | 5.09 | 17.86 |
| Basic Materials | 5.93 | - |
| Financial Services | 39.51 | 9.31 |
| Healthcare | 8.26 | - |
| Real Estate | 2.58 | - |
| Energy | 1.41 | - |
| Communication Services | 2.63 | 3.01 |
| Utilities | 2.42 | 4.45 |
| Consumer Defensive | 0.9 | - |
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