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) | ₹23556 Cr | ₹14312 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 | -0.48% | -3.43% |
| 6 Month | 4.65% | 0.01% |
| 1 Year | 1.69% | -6.89% |
| 3 Year | 13.03% | 20.94% |
| 5 Year | 14.25% | 15.6% |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 2.18% | -1.55% |
| 1 Year | 12.28% | 6.42% |
| 3 Year | 11.29% | 18.44% |
| 5 Year | 11.65% | 17.17% |
Rolling Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 12.07% | 12.84% |
| 3 Year | 12.87% | 13.66% |
| 5 Year | 13.27% | 12.3% |
Risk Management
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 10.98% | 15.91% |
| Sharp | 0.66% | 0.90% |
| Beta | 0.83% | 1.00% |
| Alpha | -0.96% | 5.73% |
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 | 12.67 | 33.4 |
| Large Cap | 63.46 | 39.78 |
| Small Cap | 10.63 | 1.45 |
| Mid Cap | 13.25 | 25.38 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 4.89 | 18.45 |
| Energy | 4.3 | - |
| Technology | 9.54 | 28.53 |
| Industrials | 12.52 | 16.69 |
| Basic Materials | 12.5 | - |
| Financial Services | 35.3 | 9.55 |
| Healthcare | 1.91 | - |
| Consumer Cyclical | 12.62 | 17.43 |
| Communication Services | 5.5 | 8.85 |
| Consumer Defensive | 0.93 | 0.5 |
| Utilities | - | 0 |
Top Comparisons
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns14.18%
Kotak US Specific Equity Passive FOF - Regular Plan - Growth
3Y Returns33.99%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns17.75%
Axis US Specific Treasury Dynamic Debt Passive ETF FoF - Regular Growth
3Y Returns0%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns16.44%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns13.95%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns15.25%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns20.94%