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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) | ₹14312 Cr | ₹2149 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 | -1.24% | 0.7% |
| 6 Month | -1.4% | 4.29% |
| 1 Year | -3.06% | 6.95% |
| 3 Year | 23.12% | 15.95% |
| 5 Year | 15.7% | - |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.86% | 0.58% |
| 1 Year | 3.35% | 10.42% |
| 3 Year | 18.18% | 12.85% |
| 5 Year | 17.25% | - |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 12.84% | 18.27% |
| 3 Year | 13.66% | 14.18% |
| 5 Year | 12.3% | - |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.91% | 11.56% |
| Sharp | 0.90% | 0.65% |
| Beta | 1.00% | 0.85% |
| Alpha | 5.73% | 0.11% |
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 | 33.4 | 2.8 |
| Large Cap | 39.78 | 75.32 |
| Mid Cap | 25.38 | 9.65 |
| Small Cap | 1.45 | 12.23 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 18.45 | 2.06 |
| Communication Services | 8.85 | 5.28 |
| Industrials | 16.69 | 12.57 |
| Financial Services | 9.55 | 29.88 |
| Consumer Defensive | 0.5 | 8.53 |
| Utilities | 0 | 3.63 |
| Technology | 28.53 | 8.91 |
| Consumer Cyclical | 17.43 | 11.87 |
| Energy | - | 4.97 |
| Healthcare | - | 6.68 |
| Basic Materials | - | 5.62 |
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