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

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)	₹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	-2.06%	-0.45%
6 Month	0.78%	3.87%
1 Year	-7.17%	2.16%
3 Year	21.36%	14.32%
5 Year	15.83%	-

SIP Return Analysis

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Sundaram Flexicap Fund Regular Growth
6 Month	-1.55%	2.1%
1 Year	6.42%	14.41%
3 Year	18.44%	13.34%
5 Year	17.17%	-

Rolling Lumpsum Returns

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Sundaram Flexicap Fund Regular Growth
1 Year	12.92%	18.27%
3 Year	13.64%	14.18%
5 Year	12.27%	-

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	6.11
Large Cap	39.78	73.41
Mid Cap	25.38	9.72
Small Cap	1.45	10.77

Sector Allocation

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Sundaram Flexicap Fund Regular Growth
Others	18.45	6.11
Communication Services	8.85	5.16
Industrials	16.69	12.68
Financial Services	9.55	30.78
Consumer Defensive	0.5	8.67
Utilities	0	3.75
Technology	28.53	5.42
Consumer Cyclical	17.43	10.69
Energy	-	4.76
Healthcare	-	6.17
Basic Materials	-	5.8

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