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) | ₹18912 Cr | ₹13554 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 | 3.36% | 3.69% |
| 6 Month | 5.32% | 9.66% |
| 1 Year | 4.13% | 5.31% |
| 3 Year | 17.86% | 21.7% |
| 5 Year | 24.26% | 19.49% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -0.72% | -1.64% |
| 1 Year | 4.25% | 2.87% |
| 3 Year | 13.77% | 19.34% |
| 5 Year | 15.92% | 17.52% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 15.68% | 13.31% |
| 3 Year | 19.05% | 13.5% |
| 5 Year | 19.08% | 12.14% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 12.52% | 15.80% |
| Sharp | 0.90% | 0.87% |
| Beta | 0.93% | 0.97% |
| Alpha | 2.54% | 4.70% |
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 | 3.16 | 23.55 |
| Large Cap | 74.6 | 45.68 |
| Small Cap | 8.04 | 1.3 |
| Mid Cap | 14.2 | 29.48 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 3.16 | 5.8 |
| Energy | 4.52 | - |
| Technology | 7.24 | 32.63 |
| Industrials | 12.87 | 19.67 |
| Financial Services | 28.41 | 9.47 |
| Healthcare | 8.04 | 0 |
| Basic Materials | 5.4 | - |
| Consumer Cyclical | 12.05 | 24.07 |
| Communication Services | 5.61 | 2.86 |
| Utilities | 5.74 | 5.5 |
| Consumer Defensive | 5.16 | - |
| Real Estate | 1.8 | - |
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