Motilal Oswal Flexi Cap Fund Regular Plan vs Aditya Birla Sun Life Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹24443 Cr | ₹14312 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 27 Aug 1998 | 28 Apr 2014 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20% | 90% |
| Expense Ratio | 1.68 | 1.72 |
| Manager | Dhaval Joshi | Rakesh Shetty |
| ISIN Code | INF209K01AJ8 | INF247L01478 |
| Exits Load | Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 1.13% | -1.07% |
| 6 Month | 6.36% | 3.07% |
| 1 Year | 6.93% | -2.9% |
| 3 Year | 16.52% | 21.15% |
| 5 Year | 17.23% | 16.73% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 4.74% | -0.14% |
| 1 Year | 19.76% | 8.38% |
| 3 Year | 17.17% | 19.64% |
| 5 Year | 15.82% | 17.83% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 15.86% | 12.92% |
| 3 Year | 16.65% | 13.64% |
| 5 Year | 16.28% | 12.27% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 12.70% | 15.91% |
| Sharp | 0.78% | 0.90% |
| Beta | 0.96% | 1.00% |
| Alpha | 1.65% | 5.73% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Rakesh Shetty |
| Total AUM | ₹361932 Cr | ₹33886 Cr |
| Funds Managed | 55 | 19 |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 1.09 | 26.7 |
| Large Cap | 66.89 | 43.43 |
| Small Cap | 13.52 | 1.4 |
| Mid Cap | 17.99 | 28.48 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 1.09 | 10.72 |
| Telecom - Services | 2.68 | - |
| Petroleum Products | 4.82 | - |
| IT - Software | 9.78 | - |
| Pharmaceuticals & Biotechnology | 3.46 | - |
| Construction | 2.01 | - |
| Consumer Durables | 2.68 | - |
| Non - Ferrous Metals | 2.13 | - |
| Banks | 22.12 | - |
| Cement & Cement Products | 2.28 | - |
| Electrical Equipment | 1.21 | - |
| Auto Components | 5.29 | - |
| Automobiles | 6.62 | - |
| Chemicals & Petrochemicals | 3.28 | - |
| Personal Products | 1.72 | - |
| Healthcare Services | 3.04 | - |
| Finance | 4.34 | - |
| Insurance | 4.39 | - |
| Industrial Products | 3.86 | - |
| Agricultural Food & other Products | 1.61 | - |
| Retailing | 2.62 | - |
| Fertilizers & Agrochemicals | 0.45 | - |
| Transport Services | 0.59 | - |
| Industrial Manufacturing | 0.38 | - |
| Realty | 0.64 | - |
| Capital Markets | 1 | - |
| Transport Infrastructure | 0.92 | - |
| Ferrous Metals | 1.51 | - |
| Beverages | 2.97 | - |
| Communication Services | - | 3.01 |
| Industrials | - | 17.86 |
| Financial Services | - | 9.31 |
| Utilities | - | 4.45 |
| Technology | - | 30.04 |
| Consumer Cyclical | - | 24.62 |
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