LIC MF Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
LIC MF Flexi Cap Fund-Growth
LIC MF Flexi Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹13554 Cr | ₹1716 Cr | ₹1716 Cr |
Min Investment | ₹500 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 28 Apr 2014 | 13 Jan 1993 | 13 Jan 1993 |
Category | Flexi Cap | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 90% | % | 109% |
Expense Ratio | 1.72 | 2.31 | 2.31 |
Manager | Rakesh Shetty | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
ISIN Code | INF247L01478 | INF767K01071 | INF767K01071 |
Exits Load | Motilal Oswal Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | -1.69% | -0.12% | -0.12% |
6 Month | 14.05% | 16.92% | 16.92% |
1 Year | -3.47% | -3.94% | -3.94% |
3 Year | 22.49% | 15.27% | 15.27% |
5 Year | 18.78% | 15.97% | 15.97% |
SIP Return Analysis
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 2.37% | 5.88% | 5.88% |
1 Year | 11.95% | 16.19% | 16.19% |
3 Year | 22.83% | 14.04% | 14.04% |
5 Year | 19.3% | 13.47% | 13.47% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 13.31% | 10.21% | 10.21% |
3 Year | 13.5% | 9.84% | 9.84% |
5 Year | 12.14% | 10.16% | 10.16% |
Risk Management
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 15.80% | 11.99% | 11.99% |
Sharp | 0.87% | 0.64% | 0.64% |
Beta | 0.97% | 0.96% | 0.96% |
Alpha | 4.70% | -1.25% | -1.25% |
Fund Managers
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
Name | Rakesh Shetty | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
Total AUM | ₹33886 Cr | ₹2153 Cr | ₹2153 Cr |
Funds Managed | 19 | 3 | 3 |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 20.73 | 7.69 | 7.69 |
Large Cap | 46.87 | 32.33 | 32.33 |
Mid Cap | 31.04 | 19.06 | 19.06 |
Small Cap | 1.36 | 40.92 | 40.92 |
Sector Allocation
Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 1.57 | 3.7 | 3.7 |
Communication Services | 2.9 | 2.74 | 2.74 |
Industrials | 19.34 | 20.52 | 20.52 |
Healthcare | 1.69 | 8.72 | 8.72 |
Financial Services | 9.8 | 23.26 | 23.26 |
Consumer Cyclical | 25.1 | 11.04 | 11.04 |
Utilities | 6.17 | 1.73 | 1.73 |
Technology | 33.43 | 11.23 | 11.23 |
Consumer Defensive | - | 8.06 | 8.06 |
Basic Materials | - | 7.01 | 7.01 |
Real Estate | - | 1.99 | 1.99 |
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