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Home>Mutual Funds>Compare SBI Flexicap Fund Direct Growth with Motilal Oswal Flexi Cap Fund Direct Growth
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Compare Funds

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

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SBI Flexicap Fund Direct Growth

Equity
Flexi Cap
3.0star
INVEST NOW
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Motilal Oswal Flexi Cap Fund Direct Growth

Equity
Flexi Cap
2.0star
INVEST NOW
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SBI Flexicap Fund Direct Growth

(62.9%)

Motilal Oswal Flexi Cap Fund Direct Growth

(40.0%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.87%0.89%-
NAV₹85.0 (27-Oct-2021)₹38.9 (27-Oct-2021)-
Fund Started04-Jan-201328-Apr-2014-
Fund Size₹15,291Cr₹11,986Cr-
Returns
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1Y
62.9%
40.0%
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3Y
24.3%
18.0%
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5Y
16.7%
13.0%
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Pros & Cons
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Pros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lower expense ratio: 0.87%
1. Lower expense ratio: 0.89%
2. 3Y annualised returns higher than category average by 3.54%
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Cons
1. Higher AUM: 15290Cr. Funds with a higher AUM tend to have lower returns in the future
1. Higher AUM: 11985Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y and 5Y annualised returns lower than category average
3. Low rating: 2
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Holding Analysis

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

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Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
9.2%
ICICI Bank Ltd.
7.4%
HCL Technologies Ltd.
5.3%
ITC Ltd.
3.2%
Axis Bank Ltd.
3.2%
Larsen & Toubro Ltd.
3.1%
Infosys Ltd.
3.0%
Bharti Airtel Ltd.
2.5%
Reliance Industries Ltd.
2.3%
GAIL (India) Ltd.
2.3%
Name
Assets
HDFC Bank Ltd.
7.4%
Vaibhav Global Ltd.
6.5%
Housing Development Finance Corpn. Ltd.
6.4%
Infosys Ltd.
6.0%
Tata Consultancy Services Ltd.
5.6%
ICICI Bank Ltd.
5.0%
Gland Pharma Ltd.
4.8%
Maruti Suzuki India Ltd.
4.7%
AU Small Finance Bank Ltd.
4.6%
HDFC Life Insurance Co Ltd.
4.5%
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Fund Manager
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Name
Anup Upadhyay
Akash Singhania
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Education
Mr. Upadhyay is a B.Tech (Hons) degree and PGDM.
Mr.Singhania holds a degree in B.Com(H), is CA, CS and a PGDBM from IIM-L.
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Experience
He has over 16 years experience with over 13 years of experience in the area of financial services. He joined SBIFMPL in May, 2007 as an analyst. He is Head of Research and currently he is also a fund manager in various schemes.
Prior to joining Motilal Oswal Mutual Fund, He was associated with PGIM India as Fund Manager-PMS (May'08-Dec'12), ICICI Prudential Asset Management Co. Ltd. as Research Analyst (Mar'06-May'08), SR Batliboi & Co. (Ernst & Young) as Senior Executive (Jul'05-Mar'06), Bharat S Raut & Co. (KPMG) as Senior Executive (Aug'02-May'03) and PWC as Junior Executive (Oct'01-Jul'02).
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About Fund
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Description

SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 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.

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Launch Date

29 Jun 1987

29 Dec 2009

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Custodian

Citibank NA

Citibank NA

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Registrar & Transfer Agent

Cams

KFin Tech

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