Motilal Oswal Flexi Cap Fund Regular Plan vs Axis Flexi Cap Fund compare

Motilal Oswal Flexi Cap Fund Regular Plan vs Axis Flexi Cap Fund compare

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Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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Axis Flexi Cap Fund - Regular Plan - Growth

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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	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)	₹13554 Cr	₹8631 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	-0.87%	0.07%
6 Month	7.89%	9.72%
1 Year	4.05%	5.65%
3 Year	21.61%	13.91%
5 Year	17.89%	14.73%

SIP Return Analysis

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	0.09%	1.21%
1 Year	7.27%	11.48%
3 Year	20.39%	14.36%
5 Year	18%	12.53%

Rolling Lumpsum Returns

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Axis Flexi Cap Fund - Regular Plan - Growth
1 Year	13%	10.28%
3 Year	13.6%	14.2%
5 Year	12.22%	14.86%

Risk Management

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	15.89%	13.15%
Sharp	0.92%	0.58%
Beta	0.98%	0.95%
Alpha	5.26%	-1.29%

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	26.7	14.52
Large Cap	43.43	53.81
Mid Cap	28.48	19.39
Small Cap	1.4	12.28

Sector Allocation

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Axis Flexi Cap Fund - Regular Plan - Growth
Others	10.72	7.37
Communication Services	3.01	4.64
Industrials	17.86	14.52
Financial Services	9.31	28.33
Utilities	4.45	1.25
Technology	30.04	7.17
Consumer Cyclical	24.62	17.63
Healthcare	-	9.57
Basic Materials	-	5.87
Consumer Defensive	-	0.46
Real Estate	-	3.2

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