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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 | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.73 | 1.81 |
NAV | ₹62.88 | ₹103.61 |
Fund Started | 07 Apr 2014 | 31 Jul 2008 |
Fund Size | ₹12598.45 Cr | ₹5012.19 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year. | Exit load of 1%, if redeemed within 30 days. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.73
1.81
NAV
₹62.88
₹103.61
Fund Started
07 Apr 2014
31 Jul 2008
Fund Size
₹12598.45 Cr
₹5012.19 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load of 1%, if redeemed within 30 days.
Returns
1 Year | 42.66% | 34.54% |
3 Year | 23.03% | 26.97% |
5 Year | 18.31% | 24.16% |
1 Year
42.66%
34.54%
3 Year
23.03%
26.97%
5 Year
18.31%
24.16%
Holding Analysis
Equity | 98.40% | 98.93% |
Cash | 1.60% | 1.07% |
Equity
98.40%
98.93%
Cash
1.60%
1.07%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Polycab India Ltd. | 10.43% |
Kalyan Jewellers India Ltd. | 9.92% |
Coforge Ltd. | 9.86% |
Trent Ltd. | 9.73% |
Persistent Systems Ltd. | 9.38% |
Zomato Ltd. | 8.88% |
JIO Financial Services Ltd. | 8.47% |
Mahindra & Mahindra Ltd. | 8.12% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | 4.83% |
Cholamandalam Investment and Finance Company Ltd. | 4.41% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.27% |
ICICI Bank Ltd. | 4.98% |
Infosys Ltd. | 4.38% |
State Bank of India | 4.23% |
Bharti Airtel Ltd. | 3.42% |
Tech Mahindra Ltd. | 2.74% |
Larsen & Toubro Ltd. | 2.72% |
Dr. Reddy's Laboratories Ltd. | 2.45% |
Biocon Ltd. | 2.40% |
Samvardhana Motherson International Ltd. | 2.36% |
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
