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 | 8/22 | 3/22 | ||
Category,Subcateogry | Equity,Flexi Cap | Equity,Flexi Cap | ||
Fund Age | 11 Years | 12 Years | ||
Fund Size | 13679 Cr | 115040 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 | 21 | 161 | ||
Top 5 Holdings | Polycab India Ltd (10.37%) Coforge Ltd (10.08%) Dixon Technologies (India) Ltd (9.76%) Persistent Systems Ltd (9.7%) Trent Ltd (9.68%) | HDFC Bank Ltd (7.93%) Bajaj Holdings and Investment Ltd (5.9%) Power Grid Corp Of India Ltd (5.89%) Coal India Ltd (5.28%) ICICI Bank Ltd (4.95%) | ||
No of Sectors | 7 | 13 | ||
Top 3 Sectors | Tech (32.52%) Consumer Cyclical (25.5%) Industrial (21.1%) | Financial Services (35.91%) Corporate (28.8%) Consumer Cyclical (13.39%) | ||
Equity % | 98.43% | 75.9% | ||
Debt % | - | 1.1% | ||
P/E | 47.89 | 19.3 | ||
P/B | 9.6 | 3.44 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 5.57% | 2.34% | ||
3-Month Return | 6.03% | 3.39% | ||
6-Month Return | 18.46% | 13.66% | ||
1-Year Return | 3.78% | 8.45% | ||
3-Year Return | 23.79% | 22.21% | ||
5-Year Return | 21.06% | 23.56% |
Sharpe | 0.99 | 1.48 | ||
Alpha | 7.81 | 8.37 | ||
Beta | 0.95 | 0.58 | ||
Standard Deviation | 15.66 | 8.9 | ||
Information Ratio | 0.9 | 0.92 |
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 | Atul Mehra,Sunil Sawant,Ajay Khandelwal,Niket Shah,Rakesh Shetty | Aishwarya Dhar,Raj Mehta,Raunak Onkar,Rajeev Thakkar,Rukun Tarachandani,Mansi Kariya,Tejas Soman |