Motilal Oswal Flexi Cap Fund Regular Plan vs Edelweiss Flexi Cap Fund 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) | ₹13679 Cr | ₹2777 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 | 5.49% | 3.62% |
6 Month | 17.95% | 16.02% |
1 Year | 2.89% | -2.73% |
3 Year | 22.7% | 18.38% |
5 Year | 20.01% | 21.62% |
SIP Return Analysis
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.94% | 4.3% |
1 Year | 12.99% | 9.97% |
3 Year | 24.49% | 17.38% |
5 Year | 20.12% | 17.26% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.61% | 12.79% |
3 Year | 13.36% | 15.26% |
5 Year | 12.02% | 14.89% |
Risk Management
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.65% | 13.56% |
Sharp | 0.94% | 0.74% |
Beta | 0.95% | 0.98% |
Alpha | 7.18% | 2.34% |
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 | 20.73 | 7 |
Large Cap | 46.87 | 60.85 |
Mid Cap | 31.04 | 23.26 |
Small Cap | 1.36 | 8.9 |
Sector Allocation
Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.57 | 1.93 |
Communication Services | 2.9 | 2.53 |
Industrials | 20.77 | 12.35 |
Healthcare | 1.69 | 7.61 |
Financial Services | 9.8 | 28.68 |
Consumer Cyclical | 25.1 | 13.44 |
Utilities | 6.17 | 2.8 |
Technology | 32.01 | 11.66 |
Energy | - | 4.99 |
Consumer Defensive | - | 6.24 |
Basic Materials | - | 5.83 |
Real Estate | - | 1.94 |
Top Comparisons
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns20.73%
PGIM India Large and Mid Cap Fund - Regular (G)
3Y Returns0%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns22.17%
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns0%
Sundaram Liquid Fund (G)
3Y Returns6.94%
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns7%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns17.6%
LIC MF Equity Hybrid Fund-Growth
3Y Returns13.65%