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Compare Motilal Oswal Flexi Cap Fund vs JM Flexicap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.73 | 1.81 |
NAV | ₹58.11 | ₹95.52 |
Fund Started | 07 Apr 2014 | 31 Jul 2008 |
Fund Size | ₹12266.94 Cr | ₹5263.18 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 days. | Exit load of 1%, if redeemed within 30 days. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.73
1.81
NAV
₹58.11
₹95.52
Fund Started
07 Apr 2014
31 Jul 2008
Fund Size
₹12266.94 Cr
₹5263.18 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 1%, if redeemed within 30 days.
Returns
1 Year | 16.77% | 7.14% |
3 Year | 21.41% | 23.58% |
5 Year | 22.73% | 28.17% |
1 Year
16.77%
7.14%
3 Year
21.41%
23.58%
5 Year
22.73%
28.17%
Holding Analysis
Equity | 71.40% | 94.87% |
Cash | 9.29% | 5.13% |
Equity
71.40%
94.87%
Cash
9.29%
5.13%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Coforge Ltd. | 9.89% |
Persistent Systems Ltd. | 8.95% |
Polycab India Ltd. | 8.37% |
Kalyan Jewellers India Ltd. | 6.67% |
Trent Ltd. | 6.08% |
CG Power and Industrial Solutions Ltd. | 6.07% |
Cholamandalam Investment and Finance Company Ltd. | 5.58% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | 5.27% |
Varun Beverages Ltd. | 3.89% |
Larsen & Toubro Ltd. | 2.85% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.05% |
ICICI Bank Ltd. | 5.45% |
State Bank of India | 3.41% |
Sun Pharmaceutical Industries Ltd. | 3.16% |
Cholamandalam Investment and Finance Company Ltd. | 3.06% |
Kotak Mahindra Bank Ltd. | 2.99% |
Bajaj Finance Ltd. | 2.93% |
REC Ltd. | 2.90% |
Godfrey Phillips India Ltd. | 2.81% |
Bharti Airtel Ltd. | 2.73% |
Fund Manager
Name | Ajay Khandelwal | Satish Ramanathan |
Start Date | 16 Dec 2021 | 01 Oct 2024 |
Name
Ajay Khandelwal
Satish Ramanathan
Start Date
16 Dec 2021
01 Oct 2024
About Fund
Description | The scheme seeks to achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels. | The scheme which aims to provide capital appreciation by investing primarily in equity and equity related securities of various market depending upon valuation discount or premium amongst Large / Mid & Small cap stocks, the fund will keep varying the weights to capture the value while keeping an optimum Risk / Return profile. |
Launch Date | 07 Apr 2014 | 31 Jul 2008 |
Description
The scheme seeks to achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels.
The scheme which aims to provide capital appreciation by investing primarily in equity and equity related securities of various market depending upon valuation discount or premium amongst Large / Mid & Small cap stocks, the fund will keep varying the weights to capture the value while keeping an optimum Risk / Return profile.
Launch Date
07 Apr 2014
31 Jul 2008