SBI Flexicap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Chart Comparison
Overview
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Fund | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹22504 Cr | ₹13554 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 29 Sep 2005 | 28 Apr 2014 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | 55% | 90% |
Expense Ratio | 1.67 | 1.72 |
Manager | Pradeep Kesavan | Rakesh Shetty |
ISIN Code | INF200K01222 | INF247L01478 |
Exits Load | SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 | Motilal Oswal Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
1 Month | 1.01% | 0.41% |
6 Month | 9.43% | 14.18% |
1 Year | -1.6% | -1.59% |
3 Year | 13.9% | 23.32% |
5 Year | 18.62% | 19.73% |
SIP Return Analysis
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
6 Month | 2.66% | 2.37% |
1 Year | 10.24% | 11.95% |
3 Year | 11.85% | 22.83% |
5 Year | 12.25% | 19.3% |
Rolling Lumpsum Returns
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
1 Year | 12.25% | 13.31% |
3 Year | 12.79% | 13.5% |
5 Year | 13.12% | 12.14% |
Risk Management
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 10.98% | 15.80% |
Sharp | 0.65% | 0.87% |
Beta | 0.83% | 0.97% |
Alpha | -1.38% | 4.70% |
Fund Managers
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Name | Pradeep Kesavan | Rakesh Shetty |
Total AUM | ₹434274 Cr | ₹33886 Cr |
Funds Managed | 43 | 19 |
SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Market Cap
Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 11.48 | 20.73 |
Large Cap | 64.02 | 46.87 |
Small Cap | 12.35 | 1.36 |
Mid Cap | 12.15 | 31.04 |
Sector Allocation
Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 4.32 | 1.57 |
Energy | 4.89 | - |
Technology | 6.42 | 33.43 |
Industrials | 10.62 | 19.34 |
Basic Materials | 11.85 | - |
Financial Services | 37.52 | 9.8 |
Healthcare | 1.95 | 1.69 |
Consumer Cyclical | 13.12 | 25.1 |
Communication Services | 5.45 | 2.9 |
Consumer Defensive | 2.1 | - |
Utilities | 1.74 | 6.17 |
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