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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) ₹23168 Cr ₹14312 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 1.46% -1.07%
6 Month 6.85% 3.07%
1 Year 2.46% -2.9%
3 Year 12.86% 21.15%
5 Year 15.01% 16.73%

SIP Return Analysis

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month 3.04% -0.14%
1 Year 13% 8.38%
3 Year 11.54% 19.64%
5 Year 11.89% 17.83%

Rolling Lumpsum Returns

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year 12.11% 12.92%
3 Year 12.87% 13.64%
5 Year 13.26% 12.27%

Risk Management

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation 11.18% 15.91%
Sharp 0.58% 0.90%
Beta 0.83% 1.00%
Alpha -0.74% 5.73%

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 7.13 26.7
Large Cap 66.92 43.43
Small Cap 12.18 1.4
Mid Cap 13.77 28.48

Sector Allocation

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 7.13 10.72
Petroleum Products 5.09 -
IT - Software 2.71 -
Construction 5.04 -
Ferrous Metals 4.82 -
Consumer Durables 4.03 -
Capital Markets 0.48 -
Non - Ferrous Metals 1.31 -
Banks 22.06 -
Pharmaceuticals & Biotechnology 0.98 -
Cement & Cement Products 5.45 -
Automobiles 8.74 -
Auto Components 0.54 -
Industrial Products 3.26 -
Finance 10.41 -
Telecom - Services 5.59 -
Electrical Equipment 0.13 -
Insurance 4.43 -
Agricultural, Commercial & Construction Vehicles 1.44 -
Transport Services 2.62 -
Beverages 1 -
Textiles & Apparels 0.85 -
Leisure Services 0.97 -
Healthcare Services 0.92 -
Communication Services - 3.01
Industrials - 17.86
Financial Services - 9.31
Utilities - 4.45
Technology - 30.04
Consumer Cyclical - 24.62

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