Edelweiss Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹13554 Cr | ₹2842 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 | 3.69% | 3.67% |
| 6 Month | 9.66% | 8.65% |
| 1 Year | 5.31% | 3.58% |
| 3 Year | 21.7% | 18.26% |
| 5 Year | 19.49% | 21.94% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.64% | 0.58% |
| 1 Year | 2.87% | 6.99% |
| 3 Year | 19.34% | 14.51% |
| 5 Year | 17.52% | 15.58% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.31% | 12.27% |
| 3 Year | 13.5% | 15.42% |
| 5 Year | 12.14% | 15.05% |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.89% | 13.35% |
| Sharp | 0.92% | 0.84% |
| Beta | 0.98% | 0.98% |
| Alpha | 5.26% | 1.96% |
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 | 23.55 | 7.72 |
| Large Cap | 45.68 | 58.36 |
| Mid Cap | 29.48 | 25.03 |
| Small Cap | 1.3 | 8.9 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.8 | 3.01 |
| Communication Services | 2.86 | 2.46 |
| Industrials | 19.67 | 11.49 |
| Healthcare | 0 | 7.34 |
| Financial Services | 9.47 | 29.41 |
| Consumer Cyclical | 24.07 | 14.09 |
| Utilities | 5.5 | 2.84 |
| Technology | 32.63 | 10.37 |
| Energy | - | 4.36 |
| Consumer Defensive | - | 6.51 |
| Basic Materials | - | 6.18 |
| Real Estate | - | 1.93 |
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