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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 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.72 | 1.78 |
NAV | ₹60.88 | ₹96.34 |
Fund Started | 07 Apr 2014 | 31 Jul 2008 |
Fund Size | ₹13023.40 Cr | ₹5917.33 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
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.72
1.78
NAV
₹60.88
₹96.34
Fund Started
07 Apr 2014
31 Jul 2008
Fund Size
₹13023.40 Cr
₹5917.33 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 1%, if redeemed within 30 days.
Returns
1 Year | 11.23% | -4.98% |
3 Year | 28.47% | 28.75% |
5 Year | 21.79% | 26.84% |
1 Year
11.23%
-4.98%
3 Year
28.47%
28.75%
5 Year
21.79%
26.84%
Holding Analysis
Equity | 76.44% | 96.31% |
Cash | 23.56% | 3.69% |
Equity
76.44%
96.31%
Cash
23.56%
3.69%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Coforge Ltd. | 10.67% |
Persistent Systems Ltd. | 9.52% |
Polycab India Ltd. | 8.93% |
Kalyan Jewellers India Ltd. | 7.75% |
CG Power and Industrial Solutions Ltd. | 6.46% |
Trent Ltd. | 6.04% |
Cholamandalam Investment and Finance Company Ltd. | 5.53% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | 5.38% |
Eternal Ltd. | 3.17% |
Bharti Airtel Ltd. | 3.14% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.13% |
Larsen & Toubro Ltd. | 5.13% |
HDFC Bank Ltd. | 4.35% |
Bharti Airtel Ltd. | 4.08% |
Tech Mahindra Ltd. | 3.72% |
Godfrey Phillips India Ltd. | 3.70% |
Maruti Suzuki India Ltd. | 3.57% |
Infosys Ltd. | 3.11% |
Adani Ports and Special Economic Zone Ltd. | 2.66% |
Bharat Heavy Electricals Ltd. | 2.49% |
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