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Edelweiss Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare

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tortoise-icon Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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tortoise-icon Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Fund Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹14312 Cr ₹3006 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 28 Apr 2014 03 Feb 2015
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 90% 49%
Expense Ratio 1.72 1.96
Manager Rakesh Shetty Trideep Bhattacharya
ISIN Code INF247L01478 INF843K01KN5
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 Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month -3.43% -0.78%
6 Month 0.01% 4.38%
1 Year -6.89% 0.69%
3 Year 20.94% 18.26%
5 Year 15.6% 18.21%

SIP Return Analysis

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month -1.55% 2.94%
1 Year 6.42% 16.07%
3 Year 18.44% 16.28%
5 Year 17.17% 16.39%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year 12.84% 11.73%
3 Year 13.66% 15.58%
5 Year 12.3% 15.23%

Risk Management

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation 15.91% 13.34%
Sharp 0.90% 0.82%
Beta 1.00% 0.99%
Alpha 5.73% 2.43%

Fund Managers

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Name Rakesh Shetty Trideep Bhattacharya
Total AUM ₹33886 Cr ₹0 Cr
Funds Managed 19 9
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 33.4 8.28
Large Cap 39.78 56.87
Mid Cap 25.38 26.59
Small Cap 1.45 8.25

Sector Allocation

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 18.45 1.91
Communication Services 8.85 2.55
Industrials 16.69 10.94
Financial Services 9.55 31.92
Consumer Defensive 0.5 5.89
Utilities 0 2.33
Technology 28.53 11.8
Consumer Cyclical 17.43 12.62
Energy - 4.93
Basic Materials - 6.49
Healthcare - 6.9
Real Estate - 1.72

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