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 | -3.43% | -3.44% | -3.44% |
| 6 Month | 0.01% | 6.1% | 6.1% |
| 1 Year | -6.89% | -2.04% | -2.04% |
| 3 Year | 20.94% | 14.57% | 14.57% |
| 5 Year | 15.6% | 12.82% | 12.82% |
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 | -1.55% | 1.07% | 1.07% |
| 1 Year | 6.42% | 14.99% | 14.99% |
| 3 Year | 18.44% | 12.05% | 12.05% |
| 5 Year | 17.17% | 12.4% | 12.4% |
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 | 12.84% | 10.79% | 10.79% |
| 3 Year | 13.66% | 11.62% | 11.62% |
| 5 Year | 12.3% | 10.82% | 10.82% |
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 | 15.91% | 11.99% | 11.99% |
| Sharp | 0.90% | 0.68% | 0.68% |
| Beta | 1.00% | 0.98% | 0.98% |
| Alpha | 5.73% | -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 | 33.4 | 6.26 | 6.26 |
| Large Cap | 39.78 | 32.78 | 32.78 |
| Mid Cap | 25.38 | 24.26 | 24.26 |
| Small Cap | 1.45 | 36.7 | 36.7 |
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 |
| Communication Services | 8.85 | 2.21 | 2.21 |
| Industrials | 16.69 | 18.71 | 18.71 |
| Financial Services | 9.55 | 28.91 | 28.91 |
| Consumer Defensive | 0.5 | 7.57 | 7.57 |
| Utilities | 0 | - | - |
| Technology | 28.53 | 10.52 | 10.52 |
| Consumer Cyclical | 17.43 | 9.17 | 9.17 |
| Healthcare | - | 11.11 | 11.11 |
| Basic Materials | - | 5.66 | 5.66 |
| Real Estate | - | 3.31 | 3.31 |
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