Pros | ![]() Outperformed benchmarks during bull run. ![]() 3Y returns in the top 25% of the category. ![]() Beats FD returns for both 3Y & 5Y. | ![]() Consistently beats benchmark. ![]() Lower volatility within category. ![]() Lower probablity of downside risk. | ||
Cons | ![]() Highly volatile within category. | ![]() Underperforms benchmarks during bull run. |
INDMoney rank | 5/21 | 2/21 | ||
Category,Subcateogry | Equity,Flexi Cap | Equity,Flexi Cap | ||
Fund Age | 11 Years | 12 Years | ||
Fund Size | 13894 Cr | 110392 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹1000 Lumpsum ₹1000 | ||
Expense Ratio | 0.86% | 0.63% | ||
Exit Load | 1% | 2% | ||
Benchmark Index | Nifty 500 TR INR | Nifty 500 TR INR |
No of Holdings | 22 | 173 | ||
Top 5 Holdings | Coforge Ltd (11.25%) Persistent Systems Ltd (9.57%) Polycab India Ltd (9.43%) Trent Ltd (8.95%) Kalyan Jewellers India Ltd (7.2%) | HDFC Bank Ltd (8.06%) Bajaj Holdings and Investment Ltd (6.93%) Power Grid Corp Of India Ltd (6.09%) Coal India Ltd (5.75%) ICICI Bank Ltd (4.78%) | ||
No of Sectors | 7 | 13 | ||
Top 3 Sectors | Tech (32.72%) Industrial (22.34%) Consumer Cyclical (18.43%) | Financial Services (36.33%) Corporate (32.5%) Consumer Cyclical (12.97%) | ||
Equity % | 90.08% | 78.12% | ||
Debt % | - | 1.7% | ||
P/E | 47.24 | 20.19 | ||
P/B | 10.65 | 3.66 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 4.08% | 1.81% | ||
3-Month Return | 15.16% | 9.38% | ||
6-Month Return | 6.48% | 8.13% | ||
1-Year Return | 10.39% | 9.76% | ||
3-Year Return | 28.37% | 24.64% | ||
5-Year Return | 22.08% | 25.88% |
Sharpe | 1.34 | 1.86 | ||
Alpha | 7.91 | 8.59 | ||
Beta | 0.91 | 0.58 | ||
Standard Deviation | 15.77 | 9.08 | ||
Information Ratio | 0.85 | 0.51 |
Description | Motilal Oswal Flexicap Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Parag Parikh Flexi Cap Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Ajay Khandelwal,Niket Shah | Raj Mehta,Raunak Onkar,Rajeev Thakkar |