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) | ₹14312 Cr | ₹3073 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 | -2.02% | 1.75% |
| 6 Month | -4.58% | 4.45% |
| 1 Year | -6.81% | 4.26% |
| 3 Year | 21.89% | 19.72% |
| 5 Year | 15.08% | 18.4% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.9% | 4.81% |
| 1 Year | 4.18% | 18.86% |
| 3 Year | 17.06% | 16.71% |
| 5 Year | 16.65% | 16.74% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.8% | 11.54% |
| 3 Year | 13.69% | 15.6% |
| 5 Year | 12.32% | 15.32% |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.18% | 12.65% |
| Sharp | 0.96% | 0.89% |
| Beta | 1% | 0.99% |
| Alpha | 5.26% | 1.98% |
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 | 18.45 | 2.15 |
| Large Cap | 36.59 | 64.64 |
| Mid Cap | 43.52 | 27.25 |
| Small Cap | 1.45 | 6.24 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 18.45 | 2.15 |
| Telecom - Services | 8.86 | 2.55 |
| Construction | 2.84 | 3.18 |
| Electrical Equipment | 5.64 | 2.2 |
| Banks | 2.43 | 20.38 |
| Other Consumer Services | 0.5 | - |
| Finance | 7.13 | 8.91 |
| IT - Software | 19.99 | 8.46 |
| Aerospace & Defense | 0.56 | 2.07 |
| Consumer Durables | 16.84 | 3.85 |
| Industrial Products | 7.64 | 1.85 |
| Retailing | 9.13 | 2.84 |
| Petroleum Products | - | 4.21 |
| Food Products | - | 1.56 |
| Auto Components | - | 2.24 |
| Healthcare Services | - | 2.56 |
| Diversified FMCG | - | 0.97 |
| Non - Ferrous Metals | - | 1.01 |
| Pharmaceuticals & Biotechnology | - | 4.35 |
| Chemicals & Petrochemicals | - | 1.02 |
| Leisure Services | - | 0.89 |
| Automobiles | - | 5.39 |
| Ferrous Metals | - | 2.79 |
| Capital Markets | - | 2.39 |
| Agricultural Food & other Products | - | 2.28 |
| Agricultural, Commercial & Construction Vehicles | - | 0.54 |
| Realty | - | 1.72 |
| Industrial Manufacturing | - | 0.77 |
| Oil | - | 0.72 |
| Financial Technology (Fintech) | - | 1.08 |
| Cement & Cement Products | - | 1.63 |
| Commercial Services & Supplies | - | 0.32 |
| Power | - | 2.33 |
| Beverages | - | 1.07 |
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