Motilal Oswal Flexi Cap Fund Regular Plan vs HDFC Flexi Cap Fund compare
HDFC Flexi Cap Fund - Growth Plan
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Fund | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹81936 Cr | ₹13554 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 01 Jan 1995 | 28 Apr 2014 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 42.17% | 90% |
Expense Ratio | 1.42 | 1.72 |
Manager | Dhruv Muchhal | Rakesh Shetty |
ISIN Code | INF179K01608 | INF247L01478 |
Exits Load | HDFC 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 | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
1 Month | 1.37% | -0.73% |
6 Month | 10.95% | 13.54% |
1 Year | 7.76% | -0.07% |
3 Year | 24.18% | 23.36% |
5 Year | 29.43% | 19.63% |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
6 Month | 3.84% | 2.37% |
1 Year | 17.28% | 11.95% |
3 Year | 21.09% | 22.83% |
5 Year | 22.21% | 19.3% |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
1 Year | 17.96% | 13.31% |
3 Year | 19.22% | 13.5% |
5 Year | 18.92% | 12.14% |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 10.92% | 15.80% |
Sharp | 1.40% | 0.87% |
Beta | 0.80% | 0.97% |
Alpha | 7.74% | 4.70% |
Fund Managers
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Name | Dhruv Muchhal | Rakesh Shetty |
Total AUM | ₹520687 Cr | ₹33886 Cr |
Funds Managed | 40 | 19 |
HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Market Cap
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 11.38 | 20.73 |
Large Cap | 75.25 | 46.87 |
Mid Cap | 3.61 | 31.04 |
Small Cap | 9.76 | 1.36 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 8.73 | 1.57 |
Communication Services | 2.73 | 2.9 |
Technology | 5.2 | 33.43 |
Consumer Cyclical | 18.24 | 25.1 |
Industrials | 5.19 | 19.34 |
Basic Materials | 5.81 | - |
Financial Services | 38.69 | 9.8 |
Real Estate | 2.65 | - |
Healthcare | 9.06 | 1.69 |
Energy | 1 | - |
Utilities | 2.02 | 6.17 |
Consumer Defensive | 0.68 | - |
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