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	₹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	0.23%	-0.45%
6 Month	5.92%	4.12%
1 Year	12.99%	6.74%
3 Year	21.63%	22.3%
5 Year	26.11%	17.48%

SIP Return Analysis

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month	3.13%	0.33%
1 Year	16.29%	8.78%
3 Year	20.17%	20.79%
5 Year	21.4%	18.36%

Rolling Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year	19.61%	13%
3 Year	18.48%	13.6%
5 Year	16.58%	12.22%

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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