Axis Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Axis Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹13554 Cr | ₹8631 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 28 Apr 2014 | 24 Nov 2017 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 90% | 30% |
| Expense Ratio | 1.72 | 1.73 |
| Manager | Rakesh Shetty | Shreyash Devalkar |
| ISIN Code | INF247L01478 | INF846K01B51 |
| Exits Load | Motilal Oswal Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.81% | 0.22% |
| 6 Month | 5.92% | 7.18% |
| 1 Year | 1.97% | 4.36% |
| 3 Year | 20.37% | 13.79% |
| 5 Year | 18.3% | 15.37% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.96% | 3.01% |
| 1 Year | 10.3% | 13.57% |
| 3 Year | 22.1% | 15.41% |
| 5 Year | 19.05% | 13.18% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.31% | 10.74% |
| 3 Year | 13.5% | 14.15% |
| 5 Year | 12.14% | 14.69% |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.89% | 13.15% |
| Sharp | 0.92% | 0.58% |
| Beta | 0.98% | 0.95% |
| Alpha | 5.26% | -1.29% |
Fund Managers
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rakesh Shetty | Shreyash Devalkar |
| Total AUM | ₹33886 Cr | ₹166770 Cr |
| Funds Managed | 19 | 14 |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 26.7 | 14.52 |
| Large Cap | 43.43 | 53.81 |
| Mid Cap | 28.48 | 19.39 |
| Small Cap | 1.4 | 12.28 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.72 | 7.37 |
| Communication Services | 3.01 | 4.64 |
| Industrials | 17.86 | 14.52 |
| Financial Services | 9.31 | 28.33 |
| Utilities | 4.45 | 1.25 |
| Technology | 30.04 | 7.17 |
| Consumer Cyclical | 24.62 | 17.63 |
| Healthcare | - | 9.57 |
| Basic Materials | - | 5.87 |
| Consumer Defensive | - | 0.46 |
| Real Estate | - | 3.2 |
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