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) | ₹14312 Cr | ₹6400 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 | -1.24% | 0.16% |
| 6 Month | -1.4% | 2.84% |
| 1 Year | -3.06% | 4.82% |
| 3 Year | 23.12% | 14.18% |
| 5 Year | 15.7% | 14.76% |
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 | -2.86% | -0.87% |
| 1 Year | 3.35% | 7.76% |
| 3 Year | 18.18% | 11.15% |
| 5 Year | 17.25% | 11.29% |
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 | 12.84% | 10.7% |
| 3 Year | 13.66% | 12.81% |
| 5 Year | 12.3% | 17.66% |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.91% | 12.40% |
| Sharp | 0.90% | 0.48% |
| Beta | 1.00% | 0.89% |
| Alpha | 5.73% | -1.68% |
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 | 33.4 | 8.07 |
| Large Cap | 39.78 | 56.71 |
| Mid Cap | 25.38 | 21.09 |
| Small Cap | 1.45 | 14.13 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 18.45 | 2.51 |
| Communication Services | 8.85 | 4.22 |
| Industrials | 16.69 | 12.8 |
| Financial Services | 9.55 | 28.22 |
| Consumer Defensive | 0.5 | 4.73 |
| Utilities | 0 | 1.32 |
| Technology | 28.53 | 7.82 |
| Consumer Cyclical | 17.43 | 15.93 |
| Energy | - | 5.15 |
| Basic Materials | - | 5.78 |
| Healthcare | - | 10.62 |
| Real Estate | - | 0.9 |
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