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

(55.5%)

Motilal Oswal Flexi Cap Fund Direct Growth

(36.7%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.87%0.87%-
NAV₹75.9 (26-Jul-2021)₹36.6 (26-Jul-2021)-
Fund Started04-Jan-201328-Apr-2014-
Fund Size₹13,827Cr₹11,884Cr-
Returns
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1Y
55.5%
36.7%
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3Y
15.0%
9.2%
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5Y
15.0%
13.3%
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Pros & Cons
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Pros
1. Lower expense ratio - 0.87%
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
4. 1Y Returns are higher than the category average returns
1. Lower expense ratio - 0.87%
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Cons
1. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
1. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns
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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.
8.0%
ICICI Bank Ltd.
7.3%
HCL Technologies Ltd.
4.5%
Axis Bank Ltd.
3.4%
Infosys Ltd.
3.2%
Hindalco Industries Ltd.
3.1%
State Bank of India
3.1%
Larsen & Toubro Ltd.
3.0%
Crompton Greaves Consumer Electricals Ltd.
3.0%
Tech Mahindra Ltd.
2.4%
Name
Assets
Vaibhav Global Ltd.
7.5%
HDFC Bank Ltd.
7.0%
Infosys Ltd.
6.3%
Housing Development Finance Corpn. Ltd.
5.8%
Gland Pharma Ltd.
5.2%
Maruti Suzuki India Ltd.
5.2%
Tata Consultancy Services Ltd.
5.1%
AU Small Finance Bank Ltd.
4.8%
Eicher Motors 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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