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) | ₹22962 Cr | ₹13679 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 | 2.95% | 5.02% |
6 Month | 16.54% | 18.27% |
1 Year | 0.58% | 3.01% |
3 Year | 17.65% | 22.54% |
5 Year | 19.99% | 19.7% |
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 | 3.89% | 5.94% |
1 Year | 12.42% | 12.99% |
3 Year | 16.92% | 24.49% |
5 Year | 15.81% | 20.12% |
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 | 16.53% | 13.61% |
3 Year | 16.26% | 13.36% |
5 Year | 17.18% | 12.02% |
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 | 12.55% | 15.65% |
Sharp | 0.8% | 0.94% |
Beta | 0.95% | 0.95% |
Alpha | 1.47% | 7.18% |
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 | 5.33 | 20.73 |
Large Cap | 65.38 | 46.87 |
Mid Cap | 16.17 | 31.04 |
Small Cap | 13.11 | 1.36 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 2.46 | 1.57 |
Communication Services | 3.03 | 2.9 |
Energy | 4.79 | - |
Technology | 7.92 | 32.01 |
Healthcare | 7.34 | 1.69 |
Industrials | 11.52 | 20.77 |
Financial Services | 32.29 | 9.8 |
Basic Materials | 10.34 | - |
Consumer Cyclical | 12.46 | 25.1 |
Consumer Defensive | 7.18 | - |
Real Estate | 0.67 | - |
Utilities | - | 6.17 |
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