PGIM India Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹13679 Cr | ₹6271 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 28 Apr 2014 | 04 Mar 2015 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 90% | 135% |
Expense Ratio | 1.72 | 1.78 |
Manager | Rakesh Shetty | Puneet Pal |
ISIN Code | INF247L01478 | INF663L01FJ3 |
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 | PGIM India Flexi Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.02% | 2.8% |
6 Month | 18.27% | 17.88% |
1 Year | 3.01% | 0.38% |
3 Year | 22.54% | 13.07% |
5 Year | 19.7% | 18.48% |
SIP Return Analysis
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.94% | 4.74% |
1 Year | 12.99% | 13.93% |
3 Year | 24.49% | 14.02% |
5 Year | 20.12% | 13.18% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.61% | 11.48% |
3 Year | 13.36% | 12.78% |
5 Year | 12.02% | 17.59% |
Risk Management
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.65% | 12.57% |
Sharp | 0.94% | 0.44% |
Beta | 0.95% | 0.88% |
Alpha | 7.18% | -1.38% |
Fund Managers
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Rakesh Shetty | Puneet Pal |
Total AUM | ₹33886 Cr | ₹20950 Cr |
Funds Managed | 19 | 19 |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 20.73 | 7.28 |
Large Cap | 46.87 | 58.45 |
Mid Cap | 31.04 | 23.47 |
Small Cap | 1.36 | 10.79 |
Sector Allocation
Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.57 | 3.08 |
Communication Services | 2.9 | 4.11 |
Industrials | 20.77 | 11.21 |
Healthcare | 1.69 | 11.07 |
Financial Services | 9.8 | 27.59 |
Consumer Cyclical | 25.1 | 16.95 |
Utilities | 6.17 | 1.36 |
Technology | 32.01 | 8.69 |
Energy | - | 5.37 |
Basic Materials | - | 4.68 |
Consumer Defensive | - | 4.93 |
Real Estate | - | 0.96 |
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