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

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tortoise-icon HDFC Flexi Cap Fund - Growth Plan

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tortoise-icon 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 ₹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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