Motilal Oswal Flexi Cap Fund Regular Plan vs HDFC Flexi Cap Fund compare

Motilal Oswal Flexi Cap Fund Regular Plan vs HDFC Flexi Cap Fund compare

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HDFC Flexi Cap Fund - Growth Plan

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Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	₹13679 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	3.14%	4.97%
6 Month	15.02%	16.48%
1 Year	5.02%	1.92%
3 Year	21.76%	21.54%
5 Year	28.32%	19.6%

SIP Return Analysis

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month	4.4%	5.94%
1 Year	15.32%	12.99%
3 Year	21.37%	24.49%
5 Year	22.57%	20.12%

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	11.22%	15.65%
Sharp	1.23%	0.94%
Beta	0.81%	0.95%
Alpha	7.42%	7.18%

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	20.73
Large Cap	74.89	46.87
Mid Cap	3.41	31.04
Small Cap	9.86	1.36

Sector Allocation

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Others	9.03	1.57
Communication Services	2.93	2.9
Energy	0.93	-
Technology	4.85	32.01
Consumer Cyclical	16.85	25.1
Industrials	4.88	20.77
Basic Materials	5.94	-
Financial Services	40.06	9.8
Real Estate	2.69	-
Healthcare	9.05	1.69
Utilities	2.09	6.17
Consumer Defensive	0.71	-

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