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) | ₹23556 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 | 0.42% | -1.73% |
| 6 Month | 6.16% | 2.17% |
| 1 Year | 1.26% | -6.28% |
| 3 Year | 13.09% | 21.24% |
| 5 Year | 14.75% | 16.11% |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 2.18% | -1.55% |
| 1 Year | 12.28% | 6.42% |
| 3 Year | 11.29% | 18.44% |
| 5 Year | 11.65% | 17.17% |
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 | 10.98% | 15.91% |
| Sharp | 0.66% | 0.90% |
| Beta | 0.83% | 1.00% |
| Alpha | -0.96% | 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 | 11.67 | 33.4 |
| Large Cap | 63.36 | 39.78 |
| Small Cap | 11.69 | 1.45 |
| Mid Cap | 13.27 | 25.38 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 4.33 | 18.45 |
| Energy | 5.09 | - |
| Technology | 6.11 | 28.53 |
| Industrials | 12.37 | 16.69 |
| Basic Materials | 13.72 | - |
| Financial Services | 37.38 | 9.55 |
| Healthcare | 1.9 | - |
| Consumer Cyclical | 12.5 | 17.43 |
| Communication Services | 5.6 | 8.85 |
| Consumer Defensive | 1 | 0.5 |
| Utilities | 0 | 0 |
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