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Compare Sundaram Focused Fund vs Motilal Oswal Flexi Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 2.26 | 1.71 |
NAV | ₹162.35 | ₹62.34 |
Fund Started | 23 Sep 2005 | 07 Apr 2014 |
Fund Size | ₹1096.58 Cr | ₹14319.21 Cr |
Exit Load | Exit load of 0.25% if redeemed within 7 days. | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.26
1.71
NAV
₹162.35
₹62.34
Fund Started
23 Sep 2005
07 Apr 2014
Fund Size
₹1096.58 Cr
₹14319.21 Cr
Exit Load
Exit load of 0.25% if redeemed within 7 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 3.55% | 7.21% |
3 Year | 12.98% | 21.73% |
5 Year | 17.04% | 17.83% |
1 Year
3.55%
7.21%
3 Year
12.98%
21.73%
5 Year
17.04%
17.83%
Holding Analysis
Equity | 91.45% | 89.28% |
Cash | 8.55% | 10.72% |
Equity
91.45%
89.28%
Cash
8.55%
10.72%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.32% |
ICICI Bank Ltd. | 8.75% |
Bharti Airtel Ltd. | 6.04% |
TVS Motor Company Ltd. | 5.37% |
Kotak Mahindra Bank Ltd. | 4.90% |
Craftsman Automation Ltd. | 4.79% |
Bharat Petroleum Corporation Ltd. | 4.43% |
Infosys Ltd. | 4.30% |
Avenue Supermarts Ltd. | 4.00% |
Happy Forgings Ltd. | 3.36% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 10.06% |
Eternal Ltd. | 8.88% |
Dixon Technologies (India) Ltd. | 8.66% |
Coforge Ltd. | 8.52% |
Kalyan Jewellers India Ltd. | 8.36% |
Polycab India Ltd. | 8.29% |
Trent Ltd. | 7.38% |
Cholamandalam Investment and Finance Company Ltd. | 6.96% |
CG Power and Industrial Solutions Ltd. | 6.17% |
Siemens Energy India Ltd. | 4.45% |
Fund Manager
Name | Ashwin Jain | Ajay Khandelwal |
Start Date | 21 Oct 2024 | 25 Jul 2025 |
Name
Ashwin Jain
Ajay Khandelwal
Start Date
21 Oct 2024
25 Jul 2025
About Fund
Description | The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks. | The scheme seeks to achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels. |
Launch Date | 23 Sep 2005 | 07 Apr 2014 |
Description
The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.
The scheme seeks to achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels.
Launch Date
23 Sep 2005
07 Apr 2014