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SBI Flexicap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare

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tortoise-icon SBI Flexicap Fund - REGULAR PLAN -Growth Option

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tortoise-icon Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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