HDFC Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare

HDFC Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare

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HDFC Flexi Cap Fund - Growth Plan

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Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹85560 Cr	₹13554 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	2.42%	3.69%
6 Month	7.7%	9.66%
1 Year	10.2%	5.31%
3 Year	22.1%	21.7%
5 Year	29.36%	19.49%

SIP Return Analysis

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month	2.01%	-1.64%
1 Year	12.68%	2.87%
3 Year	19.1%	19.34%
5 Year	21.08%	17.52%

Rolling Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year	17.96%	13.31%
3 Year	19.22%	13.5%
5 Year	18.92%	12.14%

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	12.06	23.55
Large Cap	74.74	45.68
Small Cap	9.87	1.3
Mid Cap	3.33	29.48

Sector Allocation

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Others	9.24	5.8
Technology	4.98	32.63
Consumer Cyclical	17.25	24.07
Industrials	5.21	19.67
Basic Materials	5.99	-
Financial Services	39	9.47
Healthcare	8.73	0
Real Estate	2.82	-
Energy	1.28	-
Communication Services	2.6	2.86
Utilities	2.23	5.5
Consumer Defensive	0.67	-

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