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 | 7/21 | 2/21 | ||
Category,Subcateogry | Equity,Flexi Cap | Equity,Flexi Cap | ||
Fund Age | 11 Years | 12 Years | ||
Fund Size | 13023 Cr | 103868 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹1000 Lumpsum ₹1000 | ||
Expense Ratio | 0.87% | 0.63% | ||
Exit Load | 1% | 2% | ||
Benchmark Index | Nifty 500 TR INR | Nifty 500 TR INR |
No of Holdings | 23 | 184 | ||
Top 5 Holdings | Coforge Ltd (10.67%) Persistent Systems Ltd (9.52%) Polycab India Ltd (8.93%) Kalyan Jewellers India Ltd (7.75%) CG Power & Industrial Solutions Ltd (6.46%) | HDFC Bank Ltd (8.11%) Bajaj Holdings and Investment Ltd (6.87%) Coal India Ltd (5.95%) Power Grid Corp Of India Ltd (5.83%) ICICI Bank Ltd (4.87%) | ||
No of Sectors | 7 | 13 | ||
Top 3 Sectors | Tech (29.11%) Industrial (23.65%) Consumer Cyclical (22.17%) | Financial Services (37.92%) Corporate (28.49%) Consumer Cyclical (13.56%) | ||
Equity % | 76.44% | 75.91% | ||
Debt % | - | 1.26% | ||
P/E | 44.92 | 19.24 | ||
P/B | 9.14 | 3.5 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 4.81% | 3.36% | ||
3-Month Return | 9.95% | 7.77% | ||
6-Month Return | -0.39% | 6.35% | ||
1-Year Return | 14.38% | 13.54% | ||
3-Year Return | 29.32% | 25.1% | ||
5-Year Return | 23.25% | 26.98% |
Sharpe | 1.11 | 1.4 | ||
Alpha | 7.35 | 6.89 | ||
Beta | 0.91 | 0.61 | ||
Standard Deviation | 16.02 | 10 | ||
Information Ratio | 0.78 | 0.48 |
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 | Niket Shah,Ajay Khandelwal | Raj Mehta,Rajeev Thakkar,Raunak Onkar |