Motilal Oswal Flexi Cap Fund Regular Plan vs LIC MF Flexi Cap Fund compare
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
LIC MF Flexi Cap Fund-Growth
LIC MF Flexi Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹14312 Cr | ₹1823 Cr | ₹1823 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 | ₹200 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 28 Apr 2014 | 13 Jan 1993 | 13 Jan 1993 |
| Category | Flexi Cap | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 90% | % | 109% |
| Expense Ratio | 1.72 | 2.31 | 2.31 |
| Manager | Rakesh Shetty | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
| ISIN Code | INF247L01478 | INF767K01071 | INF767K01071 |
| Exits Load | Motilal Oswal Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | -2.02% | 0.11% | 0.11% |
| 6 Month | -4.58% | 6.27% | 6.27% |
| 1 Year | -6.81% | 0.4% | 0.4% |
| 3 Year | 21.89% | 15.96% | 15.96% |
| 5 Year | 15.08% | 12.84% | 12.84% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | -1.9% | 2.28% | 2.28% |
| 1 Year | 4.18% | 17.99% | 17.99% |
| 3 Year | 17.06% | 12.44% | 12.44% |
| 5 Year | 16.65% | 12.74% | 12.74% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 12.8% | 10.75% | 10.75% |
| 3 Year | 13.69% | 11.64% | 11.64% |
| 5 Year | 12.32% | 10.84% | 10.84% |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 12.18% | 11.99% | 11.99% |
| Sharp | 0.96% | 0.68% | 0.68% |
| Beta | 1% | 0.98% | 0.98% |
| Alpha | 5.26% | -0.22% | -0.22% |
Fund Managers
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Rakesh Shetty | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
| Total AUM | ₹33886 Cr | ₹2153 Cr | ₹2153 Cr |
| Funds Managed | 19 | 3 | 3 |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 18.45 | 2.84 | 2.84 |
| Large Cap | 36.59 | 37.85 | 37.85 |
| Mid Cap | 43.52 | 22.12 | 22.12 |
| Small Cap | 1.45 | 37.18 | 37.18 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 18.45 | 2.84 | 2.84 |
| Telecom - Services | 8.86 | 1.82 | 1.82 |
| Construction | 2.84 | 2.19 | 2.19 |
| Electrical Equipment | 5.64 | 2.36 | 2.36 |
| Banks | 2.43 | 19.31 | 19.31 |
| Other Consumer Services | 0.5 | - | - |
| Finance | 7.13 | 7.41 | 7.41 |
| IT - Software | 19.99 | 6.46 | 6.46 |
| Aerospace & Defense | 0.56 | 3.86 | 3.86 |
| Consumer Durables | 16.84 | 2.26 | 2.26 |
| Industrial Products | 7.64 | 2.01 | 2.01 |
| Retailing | 9.13 | 2.61 | 2.61 |
| Pharmaceuticals & Biotechnology | - | 8.37 | 8.37 |
| Diversified FMCG | - | 1.7 | 1.7 |
| Cement & Cement Products | - | 1.21 | 1.21 |
| Chemicals & Petrochemicals | - | 5.34 | 5.34 |
| Industrial Manufacturing | - | 1.25 | 1.25 |
| Food Products | - | 0.43 | 0.43 |
| Agricultural Food & other Products | - | 1.22 | 1.22 |
| Agricultural, Commercial & Construction Vehicles | - | 0.41 | 0.41 |
| Textiles & Apparels | - | 1.74 | 1.74 |
| Ferrous Metals | - | 0.57 | 0.57 |
| Cigarettes & Tobacco Products | - | 0.85 | 0.85 |
| Transport Services | - | 3.97 | 3.97 |
| Capital Markets | - | 1.93 | 1.93 |
| Healthcare Services | - | 2.72 | 2.72 |
| Auto Components | - | 0.26 | 0.26 |
| Diversified | - | 0.84 | 0.84 |
| Beverages | - | 3.05 | 3.05 |
| Automobiles | - | 1.88 | 1.88 |
| Fertilizers & Agrochemicals | - | 0.35 | 0.35 |
| Household Products | - | 0.59 | 0.59 |
| Realty | - | 3.32 | 3.32 |
| Leisure Services | - | 0.39 | 0.39 |
| Insurance | - | 0.27 | 0.27 |
| Other Utilities | - | 2.36 | 2.36 |
| Financial Technology (Fintech) | - | 1.84 | 1.84 |
Top Comparisons
Nippon India Pharma Fund-Growth Plan-Growth Option
3Y Returns22.08%
UTI Healthcare Fund - Regular Plan - Growth Option
3Y Returns24.63%
Nippon India Floater Fund - Regular Plan - Growth Option
3Y Returns7.76%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.67%
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
3Y Returns8.05%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns9.66%
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth
3Y Returns15.52%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns14.65%