Motilal Oswal Flexi Cap Fund Regular Plan vs Franklin India Flexi Cap Fund compare
Franklin India Flexi Cap Fund - Growth
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Fund | Franklin India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹19796 Cr | ₹14312 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 29 Sep 1994 | 28 Apr 2014 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 18.1% | 90% |
| Expense Ratio | 1.71 | 1.72 |
| Manager | R Janakiraman | Rakesh Shetty |
| ISIN Code | INF090I01239 | INF247L01478 |
| Exits Load | Franklin India Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | Franklin India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -0.33% | -2.06% |
| 6 Month | 2.59% | 0.78% |
| 1 Year | 0.11% | -7.17% |
| 3 Year | 17.12% | 21.36% |
| 5 Year | 19.91% | 15.83% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.73% | -1.55% |
| 1 Year | 11.38% | 6.42% |
| 3 Year | 14.97% | 18.44% |
| 5 Year | 16.26% | 17.17% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 17.08% | 12.92% |
| 3 Year | 18.66% | 13.64% |
| 5 Year | 17.32% | 12.27% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 12.37% | 15.91% |
| Sharp | 0.83% | 0.90% |
| Beta | 0.93% | 1.00% |
| Alpha | 2.24% | 5.73% |
Fund Managers
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Name | R Janakiraman | Rakesh Shetty |
| Total AUM | ₹50034 Cr | ₹33886 Cr |
| Funds Managed | 8 | 19 |
| Franklin India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 3.96 | 33.4 |
| Large Cap | 75.07 | 39.78 |
| Small Cap | 8.12 | 1.45 |
| Mid Cap | 12.85 | 25.38 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 3.67 | 18.45 |
| Energy | 4.68 | - |
| Technology | 8.04 | 28.53 |
| Industrials | 12.87 | 16.69 |
| Financial Services | 28.4 | 9.55 |
| Healthcare | 6.84 | - |
| Basic Materials | 5.36 | - |
| Consumer Cyclical | 11.41 | 17.43 |
| Communication Services | 5.83 | 8.85 |
| Utilities | 5.67 | 0 |
| Consumer Defensive | 5.42 | 0.5 |
| Real Estate | 1.81 | - |
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