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) | ₹13554 Cr | ₹6193 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 | -0.07% | 1.66% |
| 6 Month | 8.69% | 8.09% |
| 1 Year | 2.15% | 5.82% |
| 3 Year | 22.36% | 14.24% |
| 5 Year | 19.09% | 18.46% |
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 | 1.48% | 3.02% |
| 1 Year | 10.24% | 14.75% |
| 3 Year | 22.37% | 13.88% |
| 5 Year | 19.19% | 13.07% |
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 | 13.31% | 11.27% |
| 3 Year | 13.5% | 12.78% |
| 5 Year | 12.14% | 17.72% |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.80% | 12.38% |
| Sharp | 0.87% | 0.52% |
| Beta | 0.97% | 0.88% |
| Alpha | 4.70% | -1.83% |
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 | 23.55 | 7.43 |
| Large Cap | 45.68 | 57.83 |
| Mid Cap | 29.48 | 22.16 |
| Small Cap | 1.3 | 12.58 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.8 | 2.99 |
| Communication Services | 2.86 | 4.13 |
| Industrials | 19.67 | 12.62 |
| Healthcare | 0 | 10.79 |
| Financial Services | 9.47 | 27.9 |
| Consumer Cyclical | 24.07 | 16.6 |
| Utilities | 5.5 | 1.42 |
| Technology | 32.63 | 8.07 |
| Energy | - | 5.42 |
| Basic Materials | - | 4.36 |
| Consumer Defensive | - | 4.78 |
| Real Estate | - | 0.93 |
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