Motilal Oswal Flexi Cap Fund Regular Plan vs Axis Flexi Cap Fund 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 | -3.43% | -2.91% |
| 6 Month | 0.01% | 0.04% |
| 1 Year | -6.89% | -1.61% |
| 3 Year | 20.94% | 13.66% |
| 5 Year | 15.6% | 12.11% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.55% | -0.68% |
| 1 Year | 6.42% | 9.23% |
| 3 Year | 18.44% | 12.86% |
| 5 Year | 17.17% | 11.73% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.84% | 9.93% |
| 3 Year | 13.66% | 14.16% |
| 5 Year | 12.3% | 14.73% |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.91% | 13.17% |
| Sharp | 0.90% | 0.56% |
| Beta | 1.00% | 0.96% |
| Alpha | 5.73% | -0.88% |
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 | 33.4 | 14.45 |
| Large Cap | 39.78 | 54.11 |
| Mid Cap | 25.38 | 19.11 |
| Small Cap | 1.45 | 12.33 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 18.45 | 7.14 |
| Communication Services | 8.85 | 5.05 |
| Industrials | 16.69 | 14.8 |
| Financial Services | 9.55 | 30.17 |
| Consumer Defensive | 0.5 | 0.2 |
| Utilities | 0 | 1.31 |
| Technology | 28.53 | 6.57 |
| Consumer Cyclical | 17.43 | 17.25 |
| Healthcare | - | 8.44 |
| Basic Materials | - | 5.74 |
| Real Estate | - | 3.33 |
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