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

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tortoise-icon Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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tortoise-icon Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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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 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) ₹13554 Cr ₹2842 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 3.69% 3.67%
6 Month 9.66% 8.65%
1 Year 5.31% 3.58%
3 Year 21.7% 18.26%
5 Year 19.49% 21.94%

SIP Return Analysis

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month -1.45% 0.69%
1 Year 3.41% 7.08%
3 Year 19.78% 14.72%
5 Year 17.71% 15.63%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year 13.31% 12.27%
3 Year 13.5% 15.42%
5 Year 12.14% 15.05%

Risk Management

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation 15.89% 13.35%
Sharp 0.92% 0.84%
Beta 0.98% 0.98%
Alpha 5.26% 1.96%

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 23.55 7.72
Large Cap 45.68 58.36
Mid Cap 29.48 25.03
Small Cap 1.3 8.9

Sector Allocation

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 5.8 3.01
Communication Services 2.86 2.46
Industrials 19.67 11.49
Healthcare 0 7.34
Financial Services 9.47 29.41
Consumer Cyclical 24.07 14.09
Utilities 5.5 2.84
Technology 32.63 10.37
Energy - 4.36
Consumer Defensive - 6.51
Basic Materials - 6.18
Real Estate - 1.93

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