Parag Parikh Flexi Cap Fund Regular vs Motilal Oswal Flexi Cap Fund Regular Plan compare
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Parag Parikh Flexi Cap Fund Regular-Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Fund | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Parag Parikh Flexi Cap Fund Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹13554 Cr | ₹119723 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 28 Apr 2014 | 24 May 2013 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 90% | % |
| Expense Ratio | 1.72 | 1.33 |
| Manager | Rakesh Shetty | Rajeev Thakkar |
| ISIN Code | INF247L01478 | INF879O01019 |
| Exits Load | Motilal Oswal Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Parag Parikh Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Month | 3.69% | 2.04% |
| 6 Month | 9.66% | 7.65% |
| 1 Year | 5.31% | 9.07% |
| 3 Year | 21.7% | 21.12% |
| 5 Year | 19.49% | 22.63% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | -1.64% | 0.86% |
| 1 Year | 2.87% | 8.07% |
| 3 Year | 19.34% | 16.98% |
| 5 Year | 17.52% | 17.52% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Year | 13.31% | 17.56% |
| 3 Year | 13.5% | 18.44% |
| 5 Year | 12.14% | 18.24% |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 15.89% | 8.40% |
| Sharp | 0.92% | 1.57% |
| Beta | 0.98% | 0.57% |
| Alpha | 5.26% | 8.33% |
Fund Managers
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Name | Rakesh Shetty | Rajeev Thakkar |
| Total AUM | ₹33886 Cr | ₹0 Cr |
| Funds Managed | 19 | 5 |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Parag Parikh Flexi Cap Fund Regular-Growth |
Market Cap
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 23.55 | 35.58 |
| Large Cap | 45.68 | 60.6 |
| Mid Cap | 29.48 | 1.04 |
| Small Cap | 1.3 | 2.78 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 5.8 | 22.17 |
| Communication Services | 2.86 | 9.96 |
| Industrials | 19.67 | 0.18 |
| Healthcare | 0 | 4.13 |
| Financial Services | 9.47 | 28 |
| Consumer Cyclical | 24.07 | 10.31 |
| Utilities | 5.5 | 6.05 |
| Technology | 32.63 | 6.24 |
| Energy | - | 6.04 |
| Consumer Defensive | - | 5.49 |
| Basic Materials | - | 0.7 |
| Real Estate | - | 0.72 |
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