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) | ₹94069 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 | 0.79% | -0.36% |
| 6 Month | 4.37% | -3.48% |
| 1 Year | 12.45% | -2.92% |
| 3 Year | 21.98% | 22.78% |
| 5 Year | 22.76% | 14.36% |
SIP Return Analysis
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 3.2% | -1.9% |
| 1 Year | 16.26% | 4.18% |
| 3 Year | 19.1% | 17.06% |
| 5 Year | 20.67% | 16.65% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 19.42% | 12.76% |
| 3 Year | 18.58% | 13.69% |
| 5 Year | 16.64% | 12.32% |
Risk Management
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 12.12% | 12.18% |
| Sharp | 1.4% | 0.96% |
| Beta | 0.78% | 1% |
| Alpha | 6.05% | 4.47% |
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 | 13.81 | 37.88 |
| Large Cap | 74.2 | 41.91 |
| Small Cap | 8.73 | 2.08 |
| Mid Cap | 3.26 | 18.14 |
Sector Allocation
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 11.32 | 23.73 |
| Technology | 5.37 | 22.19 |
| Consumer Cyclical | 15.16 | 13.34 |
| Industrials | 5.03 | 15.89 |
| Basic Materials | 5.2 | - |
| Financial Services | 40.05 | 12.91 |
| Healthcare | 7.87 | - |
| Real Estate | 2.49 | - |
| Energy | 1.42 | 2.24 |
| Communication Services | 2.61 | 9.44 |
| Utilities | 2.61 | - |
| Consumer Defensive | 0.88 | 0.27 |
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