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Motilal Oswal Flexi Cap Fund Regular Plan vs Aditya Birla Sun Life Flexi Cap Fund compare

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tortoise-icon Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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tortoise-icon 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 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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