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)	₹91041 Cr	₹14312 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	0.42%	-0.96%
6 Month	4.28%	0.13%
1 Year	7.61%	-5.17%
3 Year	20.59%	20.6%
5 Year	24.09%	15.99%

SIP Return Analysis

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month	3.86%	-0.14%
1 Year	18.04%	8.38%
3 Year	20.02%	19.64%
5 Year	21.25%	17.83%

Rolling Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year	19.53%	12.92%
3 Year	18.52%	13.64%
5 Year	16.6%	12.27%

Risk Management

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation	10.52%	15.91%
Sharp	1.24%	0.90%
Beta	0.78%	1.00%
Alpha	6.27%	5.73%

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	33.4
Large Cap	74.59	39.78
Small Cap	9.35	1.45
Mid Cap	3.23	25.38

Sector Allocation

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Others	10.26	18.45
Technology	5.21	28.53
Consumer Cyclical	15.78	17.43
Industrials	5.09	16.69
Basic Materials	5.93	-
Financial Services	39.51	9.55
Healthcare	8.26	-
Real Estate	2.58	-
Energy	1.41	-
Communication Services	2.63	8.85
Utilities	2.42	0
Consumer Defensive	0.9	0.5

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