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) | ₹19972 Cr | ₹13862 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 | -1.83% | -4.01% |
| 6 Month | -0.98% | -7.24% |
| 1 Year | 7.23% | 3.8% |
| 3 Year | 18.57% | 22.15% |
| 5 Year | 18.06% | 14.38% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.3% | -2.16% |
| 1 Year | 8.57% | 1.97% |
| 3 Year | 13.03% | 15.19% |
| 5 Year | 15.36% | 15.98% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 16.91% | 12.68% |
| 3 Year | 18.59% | 13.71% |
| 5 Year | 17.37% | 12.34% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 12.16% | 12.18% |
| Sharp | 0.96% | 0.96% |
| Beta | 0.93% | 1% |
| Alpha | 1.64% | 4.47% |
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 | 8.89 | 37.88 |
| Large Cap | 70.88 | 41.91 |
| Small Cap | 7.9 | 2.08 |
| Mid Cap | 12.33 | 18.14 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 5.81 | 23.73 |
| Energy | 4.75 | 2.24 |
| Technology | 8.34 | 22.19 |
| Industrials | 13.99 | 15.89 |
| Financial Services | 28.59 | 12.91 |
| Healthcare | 6.68 | - |
| Basic Materials | 5.51 | - |
| Consumer Cyclical | 9.76 | 13.34 |
| Communication Services | 4.57 | 9.44 |
| Utilities | 4.87 | - |
| Consumer Defensive | 5.66 | 0.27 |
| Real Estate | 1.46 | - |
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