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) | ₹22011 Cr | ₹13679 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 | 2.49% | 4.97% |
6 Month | 11.53% | 16.48% |
1 Year | -1.59% | 1.92% |
3 Year | 11.98% | 21.54% |
5 Year | 18.3% | 19.6% |
SIP Return Analysis
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
6 Month | 3.2% | 5.94% |
1 Year | 7.21% | 12.99% |
3 Year | 11.67% | 24.49% |
5 Year | 12.3% | 20.12% |
Rolling Lumpsum Returns
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
1 Year | 12.42% | 13.61% |
3 Year | 12.86% | 13.36% |
5 Year | 13.05% | 12.02% |
Risk Management
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 10.98% | 15.65% |
Sharp | 0.54% | 0.94% |
Beta | 0.83% | 0.95% |
Alpha | -1.49% | 7.18% |
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 | 13.76 | 20.73 |
Large Cap | 63.44 | 46.87 |
Small Cap | 11.22 | 1.36 |
Mid Cap | 11.58 | 31.04 |
Sector Allocation
Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 7.26 | 1.57 |
Energy | 4.99 | - |
Technology | 5.51 | 32.01 |
Industrials | 11.11 | 20.77 |
Basic Materials | 10.92 | - |
Financial Services | 37.15 | 9.8 |
Healthcare | 2.04 | 1.69 |
Consumer Cyclical | 12.16 | 25.1 |
Communication Services | 4.96 | 2.9 |
Consumer Defensive | 2.14 | - |
Utilities | 1.77 | 6.17 |
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