Nippon India Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Fund | Nippon India Flexi Cap Fund - Regular Plan - Growth 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) | ₹9256 Cr | ₹13554 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 16 Aug 2021 | 28 Apr 2014 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 69% | 90% |
| Expense Ratio | 1.74 | 1.72 |
| Manager | Kinjal Desai | Rakesh Shetty |
| ISIN Code | INF204KC1097 | INF247L01478 |
| Exits Load | Nippon India Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 3.07% | 3.69% |
| 6 Month | 7.79% | 9.66% |
| 1 Year | 1.83% | 5.31% |
| 3 Year | 16.14% | 21.7% |
| 5 Year | - | 19.49% |
SIP Return Analysis
| Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 0.4% | -1.64% |
| 1 Year | 7.01% | 2.87% |
| 3 Year | 11.95% | 19.34% |
| 5 Year | - | 17.52% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 14.63% | 13.31% |
| 3 Year | 15.72% | 13.5% |
| 5 Year | - | 12.14% |
Risk Management
| Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.94% | 15.89% |
| Sharp | 0.77% | 0.92% |
| Beta | 0.94% | 0.98% |
| Alpha | -0.07% | 5.26% |
Fund Managers
| Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Name | Kinjal Desai | Rakesh Shetty |
| Total AUM | ₹81302 Cr | ₹33886 Cr |
| Funds Managed | 16 | 19 |
| Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 7.19 | 23.55 |
| Large Cap | 62.29 | 45.68 |
| Mid Cap | 15.91 | 29.48 |
| Small Cap | 14.61 | 1.3 |
Sector Allocation
| Scheme Name |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 1.38 | 5.8 |
| Energy | 5.45 | - |
| Industrials | 13.04 | 19.67 |
| Technology | 10.59 | 32.63 |
| Consumer Cyclical | 17.02 | 24.07 |
| Financial Services | 27.33 | 9.47 |
| Consumer Defensive | 8.08 | - |
| Healthcare | 5.12 | 0 |
| Utilities | 3.78 | 5.5 |
| Basic Materials | 4.58 | - |
| Communication Services | 3.62 | 2.86 |
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