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) | ₹80642 Cr | ₹13727 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 | 1.81% | -0.74% |
6 Month | 12% | 11.77% |
1 Year | 8.62% | 7.49% |
3 Year | 22.71% | 22.86% |
5 Year | 27.59% | 19.48% |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
6 Month | 3.54% | 3.68% |
1 Year | 9.56% | 3.98% |
3 Year | 20.48% | 22.61% |
5 Year | 22.41% | 19.07% |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
1 Year | 18.14% | 13.61% |
3 Year | 19.11% | 13.36% |
5 Year | 18.88% | 12.02% |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 11.30% | 15.71% |
Sharp | 1.36% | 1.07% |
Beta | 0.81% | 0.95% |
Alpha | 7.13% | 7.24% |
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 | 11.84 | 28.08 |
Large Cap | 74.89 | 39.46 |
Mid Cap | 3.41 | 30.4 |
Small Cap | 9.86 | 2.05 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 9.03 | 6.74 |
Communication Services | 2.93 | 8.31 |
Energy | 0.93 | - |
Technology | 4.85 | 30.71 |
Consumer Cyclical | 16.85 | 16.57 |
Industrials | 4.88 | 20.55 |
Basic Materials | 5.94 | - |
Financial Services | 40.06 | 9.39 |
Real Estate | 2.69 | - |
Healthcare | 9.05 | 1.82 |
Utilities | 2.09 | 5.9 |
Consumer Defensive | 0.71 | - |
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