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) | ₹14312 Cr | ₹13276 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 | -0.84% | -0.67% |
| 6 Month | -2.59% | -0.41% |
| 1 Year | -3.03% | 2.21% |
| 3 Year | 23.25% | 15.64% |
| 5 Year | 14.96% | 11.87% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.9% | 0.09% |
| 1 Year | 4.18% | 8.68% |
| 3 Year | 17.06% | 12.4% |
| 5 Year | 16.65% | 11.54% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.76% | 9.75% |
| 3 Year | 13.69% | 14.18% |
| 5 Year | 12.32% | 14.69% |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.18% | 13.16% |
| Sharp | 0.96% | 0.63% |
| Beta | 1% | 0.96% |
| Alpha | 5.26% | -1.28% |
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 | 37.88 | 14.45 |
| Large Cap | 41.91 | 54.11 |
| Mid Cap | 18.14 | 19.11 |
| Small Cap | 2.08 | 12.33 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.73 | 7.14 |
| Communication Services | 9.44 | 5.05 |
| Energy | 2.24 | - |
| Consumer Cyclical | 13.34 | 17.25 |
| Industrials | 15.89 | 14.8 |
| Financial Services | 12.91 | 30.17 |
| Consumer Defensive | 0.27 | 0.2 |
| Technology | 22.19 | 6.57 |
| Healthcare | - | 8.44 |
| Basic Materials | - | 5.74 |
| Real Estate | - | 3.33 |
| Utilities | - | 1.31 |
Top Comparisons
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.31%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.35%
SBI Low Duration Fund - Regular Plan - Growth
3Y Returns6.99%
HSBC Low Duration Fund - Regular Growth
3Y Returns7.65%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns13.09%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns14.44%
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
3Y Returns17.94%
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
3Y Returns16.72%