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Sundaram Flexicap Fund Regular Growth vs Motilal Oswal Flexi Cap Fund Regular Plan compare
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Sundaram Flexicap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Fund | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Sundaram Flexicap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹13679 Cr | ₹2069 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 28 Apr 2014 | 06 Sep 2022 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 90% | 42% |
| Expense Ratio | 1.72 | 2 |
| Manager | Rakesh Shetty | Dwijendra Srivastava |
| ISIN Code | INF247L01478 | INF903JA1LB8 |
| Exits Load | Motilal Oswal Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Month | 5.02% | 1.75% |
| 6 Month | 18.27% | 16.28% |
| 1 Year | 3.01% | 0.33% |
| 3 Year | 22.54% | 15% |
| 5 Year | 19.7% | - |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 5.94% | 3.64% |
| 1 Year | 12.99% | 11.21% |
| 3 Year | 24.49% | 14.17% |
| 5 Year | 20.12% | - |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 13.61% | 21.77% |
| 3 Year | 13.36% | - |
| 5 Year | 12.02% | - |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.65% | - |
| Sharp | 0.94% | - |
| Beta | 0.95% | - |
| Alpha | 7.18% | - |
Fund Managers
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Name | Rakesh Shetty | Dwijendra Srivastava |
| Total AUM | ₹33886 Cr | ₹14140 Cr |
| Funds Managed | 19 | 14 |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Sundaram Flexicap Fund Regular Growth |
Market Cap
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 20.73 | 9.83 |
| Large Cap | 46.87 | 68.68 |
| Mid Cap | 31.04 | 10.31 |
| Small Cap | 1.36 | 11.17 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 1.57 | 8.93 |
| Communication Services | 2.9 | 4.6 |
| Industrials | 20.77 | 12.86 |
| Healthcare | 1.69 | 6.87 |
| Financial Services | 9.8 | 30.38 |
| Consumer Cyclical | 25.1 | 9.98 |
| Utilities | 6.17 | 2.91 |
| Technology | 32.01 | 3.81 |
| Energy | - | 5.09 |
| Consumer Defensive | - | 8.66 |
| Basic Materials | - | 5.92 |
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