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) | ₹13727 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 | -0.74% | 1.6% |
6 Month | 11.77% | 13.11% |
1 Year | 7.49% | 3.78% |
3 Year | 22.86% | 13.32% |
5 Year | 19.48% | 19.32% |
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 | 3.68% | 4.51% |
1 Year | 3.98% | 7.86% |
3 Year | 22.61% | 12.88% |
5 Year | 19.07% | 12.86% |
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 | 15.71% | 12.66% |
Sharp | 1.07% | 0.58% |
Beta | 0.95% | 0.89% |
Alpha | 7.24% | -1.63% |
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 | 28.08 | 6.03 |
Large Cap | 39.46 | 59.74 |
Mid Cap | 30.4 | 24.02 |
Small Cap | 2.05 | 10.21 |
Sector Allocation
Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.74 | 2.72 |
Communication Services | 8.31 | 4.14 |
Industrials | 20.55 | 11.2 |
Healthcare | 1.82 | 12.06 |
Financial Services | 9.39 | 28.56 |
Technology | 30.71 | 8.49 |
Consumer Cyclical | 16.57 | 14.94 |
Utilities | 5.9 | 1.37 |
Energy | - | 5.46 |
Basic Materials | - | 4.85 |
Consumer Defensive | - | 5.18 |
Real Estate | - | 1.03 |
Top Comparisons
HDFC Overnight Fund - Growth Option
3Y Returns6.32%
HSBC Overnight Fund - Regular Growth
3Y Returns6.36%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns22.02%
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
3Y Returns17.83%
Franklin India Small Cap Fund-Growth
3Y Returns24.02%
Quant Small Cap Fund Regular Growth
3Y Returns25.65%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns16.25%
Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth
3Y Returns15.26%