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) | ₹75784 Cr | ₹13023 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 | 2.89% | 5.57% |
6 Month | 6.08% | -3.05% |
1 Year | 8.85% | 11.01% |
3 Year | 27.28% | 28.14% |
5 Year | 29.44% | 21.56% |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
6 Month | 8.34% | 10.97% |
1 Year | 14.8% | 14.6% |
3 Year | 23.17% | 27.18% |
5 Year | 24.34% | 21.54% |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
1 Year | 18.37% | 13.78% |
3 Year | 19% | 13.23% |
5 Year | 18.79% | 11.83% |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 12.40% | 16.01% |
Sharp | 1.35% | 1.06% |
Beta | 0.83% | 0.90% |
Alpha | 7.32% | 6.74% |
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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 | 13.33 | 28.35 |
Large Cap | 73.37 | 39.75 |
Mid Cap | 3.4 | 29.82 |
Small Cap | 9.89 | 2.08 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 10.55 | 22.96 |
Communication Services | 3.18 | 8.52 |
Energy | 0.98 | - |
Technology | 4.79 | 22.43 |
Consumer Cyclical | 15.98 | 17.08 |
Industrials | 5.14 | 18.22 |
Basic Materials | 5.04 | - |
Financial Services | 39.72 | 8.53 |
Real Estate | 2.89 | - |
Healthcare | 8.79 | 1.73 |
Consumer Defensive | 1.1 | 0.54 |
Utilities | 1.84 | - |
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