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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) ₹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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