Sundaram Flexicap Fund Regular Growth vs Motilal Oswal Flexi Cap Fund Regular Plan compare

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Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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Sundaram Flexicap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹13554 Cr	₹2064 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

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Sundaram Flexicap Fund Regular Growth
1 Month	-0.07%	1.22%
6 Month	8.69%	6.88%
1 Year	2.15%	5.18%
3 Year	22.36%	14.99%
5 Year	19.09%	-

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Sundaram Flexicap Fund Regular Growth
6 Month	1.48%	2.24%
1 Year	10.24%	12.58%
3 Year	22.37%	14.22%
5 Year	19.19%	-

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Sundaram Flexicap Fund Regular Growth
1 Year	13.31%	18.27%
3 Year	13.5%	14.18%
5 Year	12.14%	-

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Sundaram Flexicap Fund Regular Growth
Standard Deviation	15.80%	11.61%
Sharp	0.87%	0.68%
Beta	0.97%	0.85%
Alpha	4.70%	-0.10%

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

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Sundaram Flexicap Fund Regular Growth
Others	23.55	4.79
Large Cap	45.68	73.91
Mid Cap	29.48	9.78
Small Cap	1.3	11.52

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Sundaram Flexicap Fund Regular Growth
Others	5.8	4.79
Communication Services	2.86	4.96
Industrials	19.67	12.4
Healthcare	0	6.88
Financial Services	9.47	30.46
Consumer Cyclical	24.07	11.65
Utilities	5.5	3.77
Technology	32.63	5.37
Energy	-	5.09
Consumer Defensive	-	8.64
Basic Materials	-	5.99