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) | ₹13554 Cr | ₹1716 Cr | ₹1716 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| 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 | -0.87% | 1.81% | 1.81% |
| 6 Month | 7.89% | 19.63% | 19.63% |
| 1 Year | 4.05% | 2.84% | 2.84% |
| 3 Year | 21.61% | 15.8% | 15.8% |
| 5 Year | 17.89% | 15.15% | 15.15% |
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 | 0.09% | 5.03% | 5.03% |
| 1 Year | 7.27% | 17.99% | 17.99% |
| 3 Year | 20.39% | 13.77% | 13.77% |
| 5 Year | 18% | 13.31% | 13.31% |
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 | 13% | 10.91% | 10.91% |
| 3 Year | 13.6% | 11.58% | 11.58% |
| 5 Year | 12.22% | 10.79% | 10.79% |
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 | 15.89% | 11.99% | 11.99% |
| Sharp | 0.92% | 0.68% | 0.68% |
| Beta | 0.98% | 0.97% | 0.97% |
| Alpha | 5.26% | -0.88% | -0.88% |
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 | 26.7 | 9.03 | 9.03 |
| Large Cap | 43.43 | 31.48 | 31.48 |
| Mid Cap | 28.48 | 22.04 | 22.04 |
| Small Cap | 1.4 | 37.45 | 37.45 |
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 | 10.72 | 5.3 | 5.3 |
| Communication Services | 3.01 | 2.61 | 2.61 |
| Industrials | 17.86 | 19.21 | 19.21 |
| Financial Services | 9.31 | 27.8 | 27.8 |
| Utilities | 4.45 | 0 | 0 |
| Technology | 30.04 | 10.83 | 10.83 |
| Consumer Cyclical | 24.62 | 10.81 | 10.81 |
| Healthcare | - | 10 | 10 |
| Consumer Defensive | - | 6.18 | 6.18 |
| Basic Materials | - | 5.05 | 5.05 |
| Real Estate | - | 2.21 | 2.21 |
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