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Motilal Oswal Flexi Cap Fund Regular Plan vs SBI Flexicap Fund compare
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Fund | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹22504 Cr | ₹13554 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 29 Sep 2005 | 28 Apr 2014 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | 55% | 90% |
| Expense Ratio | 1.67 | 1.72 |
| Manager | Pradeep Kesavan | Rakesh Shetty |
| ISIN Code | INF200K01222 | INF247L01478 |
| Exits Load | SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 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 | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 2.63% | 3.69% |
| 6 Month | 7.21% | 9.66% |
| 1 Year | 4.16% | 5.31% |
| 3 Year | 12.88% | 21.7% |
| 5 Year | 18.36% | 19.49% |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.38% | -1.64% |
| 1 Year | 7.09% | 2.87% |
| 3 Year | 10.29% | 19.34% |
| 5 Year | 11.35% | 17.52% |
Rolling Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 12.25% | 13.31% |
| 3 Year | 12.79% | 13.5% |
| 5 Year | 13.12% | 12.14% |
Risk Management
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 11.18% | 15.89% |
| Sharp | 0.56% | 0.92% |
| Beta | 0.82% | 0.98% |
| Alpha | -1.48% | 5.26% |
Fund Managers
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Rakesh Shetty |
| Total AUM | ₹434274 Cr | ₹33886 Cr |
| Funds Managed | 43 | 19 |
| SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Market Cap
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 10.43 | 23.55 |
| Large Cap | 64.07 | 45.68 |
| Small Cap | 12.47 | 1.3 |
| Mid Cap | 13.04 | 29.48 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 3.17 | 5.8 |
| Energy | 4.81 | - |
| Technology | 6.09 | 32.63 |
| Industrials | 12.19 | 19.67 |
| Basic Materials | 13.4 | - |
| Financial Services | 37.44 | 9.47 |
| Healthcare | 1.87 | 0 |
| Consumer Cyclical | 12.88 | 24.07 |
| Communication Services | 5.35 | 2.86 |
| Consumer Defensive | 1.03 | - |
| Utilities | 1.77 | 5.5 |
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