Compare Parag Parikh Flexi Cap Fund Direct Growth vs Motilal Oswal Nifty 500 Index Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Parag Parikh Flexi Cap Fund Direct GrowthEquity
Flexi Cap
5.0
Motilal Oswal Nifty 500 Index Fund Direct   GrowthEquity
Flexi Cap
3.0
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Parag Parikh Flexi Cap Fund Direct Growth

(26.1%)

Motilal Oswal Nifty 500 Index Fund Direct Growth

(19.3%)

Fund Details

Risk
Very High
Moderately High
-
Min SIP Amount
₹1,000
₹500
-
Expense Ratio
0.63%
0.20%
-
NAV
₹86.9 (20-Dec-2024)
₹25.7 (20-Dec-2024)
- 
Fund Started
24-May-2013
06-Sep-2019
-
Fund Size
₹82,441Cr
₹2,103Cr
-
Exit Load
For units above 10% of the investment, exit load of 2% if redeemed within 365 days and 1% if redeemed after 365 days but on or before 730 days.
Exit load of 1% if redeemed within 15 days.
-

Returns

1Y
26.1%
19.3%
-
3Y
18.3%
16.7%
-
5Y
25.8%
18.2%
-

Pros & Cons

Pros
1.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2.Higher alpha: 3.51 
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y 3.Lower expense ratio: 0.63%
1.Lower expense ratio: 0.2%2.3Y and 5Y annualised returns higher than category average
-

Cons
Found nothing so far.
1.1Y annualised returns lower than category average by 3.43%
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
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Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
8.4%
Power Grid Corporation Of India Ltd.
7.2%
Bajaj Holdings & Investment Ltd.
6.6%
Coal India Ltd.
6.5%
ITC Ltd.
5.6%
ICICI Bank Ltd.
5.2%
HCL Technologies Ltd.
4.1%
Maruti Suzuki India Ltd.
4.0%
Axis Bank Ltd.
3.4%
Meta Platforms Inc
3.4%
Name
Assets
HDFC Bank Ltd.
7.3%
ICICI Bank Ltd.
4.9%
Reliance Industries Ltd.
4.7%
Infosys Ltd.
3.6%
ITC Ltd.
2.4%
Larsen & Toubro Ltd.
2.4%
Tata Consultancy Services Ltd.
2.3%
Bharti Airtel Ltd.
2.3%
Axis Bank Ltd.
1.7%
State Bank of India
1.7%
-

Fund Manager

Name
Rajeev Thakkar
Dishant Mehta
-
Education
Mr.Thakkar is a Chartered Accountant, Cost Accountant, CFA, and CFP.
Bachelors of Science (B.SC)
-
Experience
He has been associated with PPFAS AMC since 2013.
Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
-

About Fund

Description
PPFAS Mutual Fund started their mutual fund on 10/10/2012 and its managing total assets of ₹821 Cr. Its ranked at 34 as per total assets at end of 30th Sep 2017.
Motilal Oswal Mutual Fund started their mutual fund on 29/12/2009 and its managing total assets of ₹12,967 Cr. Its ranked at 19 as per total assets at end of 30th Sep 2017.
-
Launch Date
10 Oct 2012
29 Dec 2009
-
Custodian
Deutsche Bank
Citibank NA
-
Registrar & Transfer Agent
Cams
KFin Tech
-

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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Parag Parikh Flexi Cap Fund Direct Growth

Motilal Oswal Nifty 500 Index Fund Direct Growth

Add a fund

Parag Parikh Flexi Cap Fund Direct Growth

Motilal Oswal Nifty 500 Index Fund Direct Growth

1.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

2.Higher alpha: 3.51 The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y

3.Lower expense ratio: 0.63%

1.Lower expense ratio: 0.2%

2.3Y and 5Y annualised returns higher than category average

Found nothing so far.

1.1Y annualised returns lower than category average by 3.43%

Holding Analysis

Top Holdings

Popular Comparisons