Motilal Oswal Flexi Cap Fund Regular Plan vs DSP Flexi Cap Fund compare

Motilal Oswal Flexi Cap Fund Regular Plan vs DSP Flexi Cap Fund compare

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Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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DSP Flexi Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	DSP Flexi Cap Fund - Regular Plan - Growth
Fund	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	DSP Flexi Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹13727 Cr	₹11852 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹100
Launch Date	28 Apr 2014	07 Jun 2007
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	90%	29%
Expense Ratio	1.72	1.74
Manager	Rakesh Shetty	Rohit Singhania
ISIN Code	INF247L01478	INF740K01037
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	DSP Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	DSP Flexi Cap Fund - Regular Plan - Growth
1 Month	-2.65%	-3.44%
6 Month	10.76%	8.48%
1 Year	7.43%	0.14%
3 Year	22.49%	15.74%
5 Year	19.28%	19.93%

SIP Return Analysis

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	DSP Flexi Cap Fund - Regular Plan - Growth
6 Month	3.68%	0.76%
1 Year	3.98%	-0.25%
3 Year	22.61%	14.21%
5 Year	19.07%	14.63%

Rolling Lumpsum Returns

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	DSP Flexi Cap Fund - Regular Plan - Growth
1 Year	13.61%	11.85%
3 Year	13.36%	14.44%
5 Year	12.02%	14.64%

Risk Management

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	DSP Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	15.71%	13.45%
Sharp	1.07%	0.87%
Beta	0.95%	0.92%
Alpha	7.24%	0.86%

Fund Managers

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	DSP Flexi Cap Fund - Regular Plan - Growth
Name	Rakesh Shetty	Rohit Singhania
Total AUM	₹33886 Cr	₹46862 Cr
Funds Managed	19	7
	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	DSP Flexi Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	DSP Flexi Cap Fund - Regular Plan - Growth
Others	28.08	13.67
Large Cap	39.46	50.51
Mid Cap	30.4	16.02
Small Cap	2.05	19.8

Sector Allocation

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	DSP Flexi Cap Fund - Regular Plan - Growth
Others	6.74	3.33
Communication Services	8.31	3.43
Industrials	20.55	7.58
Healthcare	1.82	9.55
Financial Services	9.39	40.62
Technology	30.71	9.1
Consumer Cyclical	16.57	6.93
Utilities	5.9	1.09
Energy	-	3.05
Consumer Defensive	-	6.53
Basic Materials	-	8.69
Real Estate	-	0.09

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