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) | ₹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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