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) | ₹9573 Cr | ₹14319 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 | 0.01% | -0.9% |
| 6 Month | 4.05% | 3.89% |
| 1 Year | 1.69% | -0.71% |
| 3 Year | 15.09% | 21.19% |
| 5 Year | - | 16.93% |
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 | 2.36% | 0.8% |
| 1 Year | 12.64% | 9.5% |
| 3 Year | 13.39% | 20.67% |
| 5 Year | - | 18.48% |
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% | 12.93% |
| 3 Year | 15.72% | 13.63% |
| 5 Year | - | 12.25% |
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 | 0.79% | 0.92% |
| Beta | 0.95% | 0.98% |
| Alpha | 0.02% | 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 | 7.26 | 26.7 |
| Large Cap | 61.69 | 43.43 |
| Mid Cap | 16.46 | 28.48 |
| Small Cap | 14.59 | 1.4 |
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 | 1.44 | 10.72 |
| Energy | 5.08 | - |
| Industrials | 13.05 | 17.86 |
| Technology | 10.85 | 30.04 |
| Consumer Cyclical | 16.34 | 24.62 |
| Financial Services | 26.82 | 9.31 |
| Consumer Defensive | 7.91 | - |
| Healthcare | 5.22 | - |
| Utilities | 3.67 | 4.45 |
| Communication Services | 4.65 | 3.01 |
| Basic Materials | 4.96 | - |
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