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) | ₹23685 Cr | ₹13862 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 | -2.42% | -4.01% |
| 6 Month | 1.83% | -7.24% |
| 1 Year | 5.66% | 3.8% |
| 3 Year | 13.87% | 22.15% |
| 5 Year | 13.5% | 14.38% |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -1.51% | -8.08% |
| 1 Year | 3.68% | -10.18% |
| 3 Year | 8.59% | 11.59% |
| 5 Year | 10.39% | 13.87% |
Rolling Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 12.01% | 12.68% |
| 3 Year | 12.9% | 13.71% |
| 5 Year | 13.28% | 12.34% |
Risk Management
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 10.98% | 12.18% |
| Sharp | 0.73% | 0.96% |
| Beta | 0.83% | 1% |
| Alpha | -0.98% | 4.47% |
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 | 13.15 | 37.88 |
| Large Cap | 62.9 | 41.91 |
| Small Cap | 10.84 | 2.08 |
| Mid Cap | 13.1 | 18.14 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 4.1 | 23.73 |
| Energy | 4.28 | 2.24 |
| Technology | 10.33 | 22.19 |
| Consumer Cyclical | 14.04 | 13.34 |
| Industrials | 11.41 | 15.89 |
| Basic Materials | 12.13 | - |
| Financial Services | 35.88 | 12.91 |
| Healthcare | 1.74 | - |
| Communication Services | 5.19 | 9.44 |
| Consumer Defensive | 0.89 | 0.27 |
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