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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) ₹13679 Cr ₹2777 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 4.97% 3.34%
6 Month 16.48% 15.29%
1 Year 1.92% -2.86%
3 Year 21.54% 17.17%
5 Year 19.6% 21.81%

SIP Return Analysis

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month 5.94% 4.3%
1 Year 12.99% 9.97%
3 Year 24.49% 17.38%
5 Year 20.12% 17.26%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year 13.61% 12.79%
3 Year 13.36% 15.26%
5 Year 12.02% 14.89%

Risk Management

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation 15.65% 13.56%
Sharp 0.94% 0.74%
Beta 0.95% 0.98%
Alpha 7.18% 2.34%

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 20.73 7.31
Large Cap 46.87 61.51
Mid Cap 31.04 23.05
Small Cap 1.36 8.13

Sector Allocation

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 1.57 2.1
Communication Services 2.9 2.57
Industrials 20.77 11.72
Healthcare 1.69 7.95
Financial Services 9.8 29.86
Consumer Cyclical 25.1 12.48
Utilities 6.17 2.87
Technology 32.01 11.3
Energy - 5.21
Consumer Defensive - 6.11
Basic Materials - 5.8
Real Estate - 2.03

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