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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 | ₹57.37 | ₹97.62 |
Fund Started | 07 Apr 2014 | 31 Jul 2008 |
Fund Size | ₹11855.06 Cr | ₹5254.65 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
4.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.73
1.81
NAV
₹57.37
₹97.62
Fund Started
07 Apr 2014
31 Jul 2008
Fund Size
₹11855.06 Cr
₹5254.65 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load of 1%, if redeemed within 30 days.
Returns
1 Year | 26.10% | 16.15% |
3 Year | 19.58% | 23.68% |
5 Year | 15.66% | 22.08% |
1 Year
26.10%
16.15%
3 Year
19.58%
23.68%
5 Year
15.66%
22.08%
Holding Analysis
Equity | 92.58% | 95.78% |
Cash | 7.42% | 4.22% |
Equity
92.58%
95.78%
Cash
7.42%
4.22%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Coforge Ltd. | 10.57% |
Kalyan Jewellers India Ltd. | 10.04% |
Polycab India Ltd. | 9.95% |
Trent Ltd. | 9.88% |
Persistent Systems Ltd. | 9.81% |
Mahindra & Mahindra Ltd. | 7.43% |
JIO Financial Services Ltd. | 7.38% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | 4.47% |
Cholamandalam Investment and Finance Company Ltd. | 4.05% |
PG Electroplast Ltd. | 3.73% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.80% |
Infosys Ltd. | 4.66% |
ICICI Bank Ltd. | 4.14% |
State Bank of India | 3.76% |
Dr. Reddy's Laboratories Ltd. | 3.44% |
ITC Ltd. | 3.27% |
Bharti Airtel Ltd. | 2.97% |
Tech Mahindra Ltd. | 2.78% |
Biocon Ltd. | 2.75% |
Larsen & Toubro Ltd. | 2.47% |
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
