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) | ₹13023 Cr | ₹2055 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 | 4.74% | 3.46% |
6 Month | -0.81% | 4.31% |
1 Year | 13.39% | 7.97% |
3 Year | 28.2% | - |
5 Year | 22.16% | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | 11.82% | 9.48% |
1 Year | 14.77% | 12.43% |
3 Year | 28.17% | - |
5 Year | 21.95% | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Year | 13.78% | 23.46% |
3 Year | 13.23% | - |
5 Year | 11.83% | - |
Risk Management
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Standard Deviation | 16.01% | - |
Sharp | 1.06% | - |
Beta | 0.90% | - |
Alpha | 6.74% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 28.33 | 2.95 |
Large Cap | 40.58 | 71.33 |
Mid Cap | 27.53 | 13.08 |
Small Cap | 3.56 | 12.64 |
Sector Allocation
Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 23.34 | 3.46 |
Communication Services | 9.21 | 5.94 |
Industrials | 18.3 | 13.77 |
Healthcare | 1.75 | 7.21 |
Financial Services | 9.73 | 31.92 |
Consumer Cyclical | 17.23 | 9.69 |
Technology | 20.44 | 8.91 |
Energy | - | 5.61 |
Basic Materials | - | 5.37 |
Consumer Defensive | - | 6.69 |
Utilities | - | 1.44 |
Top Comparisons
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns18.13%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns24.29%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns26.9%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns20.61%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns23.04%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns21.01%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns15.66%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns13.21%