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) | ₹11855 Cr | ₹2123 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 | 0.16% | 3.18% |
6 Month | -4.69% | -1.61% |
1 Year | 13.91% | 7.87% |
3 Year | 21.06% | - |
5 Year | 21.14% | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | -1.14% | 1.74% |
1 Year | -2.03% | -0.24% |
3 Year | 23.85% | - |
5 Year | 19.45% | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Year | 13.33% | 25.7% |
3 Year | 13.03% | - |
5 Year | 11.59% | - |
Risk Management
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Standard Deviation | 15.785% | - |
Sharp | 0.761% | - |
Beta | 0.889% | - |
Alpha | 6.046% | - |
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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 |
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