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) | ₹13679 Cr | ₹12796 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 | 4.97% | 3.19% |
6 Month | 16.48% | 17.98% |
1 Year | 1.92% | 0.37% |
3 Year | 21.54% | 13.43% |
5 Year | 19.6% | 17.14% |
SIP Return Analysis
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 5.94% | 5.03% |
1 Year | 12.99% | 14.26% |
3 Year | 24.49% | 16.41% |
5 Year | 20.12% | 13.86% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.61% | 11.22% |
3 Year | 13.36% | 14.21% |
5 Year | 12.02% | 14.46% |
Risk Management
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.65% | 13.22% |
Sharp | 0.94% | 0.48% |
Beta | 0.95% | 0.93% |
Alpha | 7.18% | -1.04% |
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 | 20.73 | 11.57 |
Large Cap | 46.87 | 57.51 |
Mid Cap | 31.04 | 18.76 |
Small Cap | 1.36 | 12.16 |
Sector Allocation
Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.57 | 5.23 |
Communication Services | 2.9 | 4.67 |
Industrials | 20.77 | 15.2 |
Healthcare | 1.69 | 10.41 |
Financial Services | 9.8 | 29.21 |
Consumer Cyclical | 25.1 | 16.61 |
Utilities | 6.17 | 1.44 |
Technology | 32.01 | 5.8 |
Basic Materials | - | 6.13 |
Consumer Defensive | - | 1.35 |
Real Estate | - | 3.96 |
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