Skip to content

Launch offerPay once, own it forever. Lifetime plans from ₹4,999, capped at the first 200 members.See lifetime plans →

Popular

    Canara Robeco Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund

    Direct Plan, Growth option · Data as on 30-10-2026

    Canara Robeco Flexi Cap Fund and Motilal Oswal Flexi Cap Fund are both Flexi Cap funds. In the 3 years to 30-10-2026, Canara Robeco Flexi Cap Fund (Direct) returned 11.5% a year and Motilal Oswal Flexi Cap Fund (Direct) returned 16.8% a year. Canara Robeco Flexi Cap Fund charges 0.71% a year and Motilal Oswal Flexi Cap Fund 1.19% (Direct plans). Their portfolios overlap 9.4%: they hold 9 of the same securities.

    Canara Robeco Flexi Cap Fund

    Flexi Cap

    3 year return
    11.5%
    Expense ratio
    0.71%
    NAV
    ₹371.28
    See Canara Robeco Flexi Cap Fund

    Motilal Oswal Flexi Cap Fund

    Flexi Cap

    3 year return
    16.8%
    Expense ratio
    1.19%
    NAV
    ₹67.61
    See Motilal Oswal Flexi Cap Fund

    Which is better, Canara Robeco Flexi Cap or Motilal Oswal Flexi Cap? Key differences

    It depends on what you want from the fund. These are the differences in numbers, from the data on this page.

    • Motilal Oswal Flexi Cap returned more over 5 years: 12.5% a year against 8.6%.
    • Motilal Oswal Flexi Cap returned more over 3 years: 16.8% a year against 11.5%.
    • Canara Robeco Flexi Cap costs less: 0.71% a year against 1.19% (Direct plans).
    • Canara Robeco Flexi Cap swung less over 3 years: a standard deviation of 13.5% a year against 16.9%.
    • Canara Robeco Flexi Cap fell less in its worst fall since 29-04-2014: −33.2% against −37.1%.
    • Canara Robeco Flexi Cap holds more in large companies: 70.3% of the fund in large caps against 33.2%.
    • Motilal Oswal Flexi Cap is the larger fund: ₹13,446 Cr against ₹12,782 Cr.
    • Their portfolios overlap 9.4%: 9 of the same holdings.

    Past returns do not promise future returns. This page is information, not investment advice.

    Key facts

    From each fund's scheme summary document and AMFI

    FactCanara Robeco Flexi Cap FundMotilal Oswal Flexi Cap Fund
    Fund houseCanara Robeco Mutual FundMotilal Oswal Mutual Fund
    CategoryFlexi CapFlexi Cap
    AUM₹12,782 Cr (30-09-2026)₹13,446 Cr (30-09-2026)
    NAV₹371.28 (Direct)₹67.61 (Direct)
    Expense ratio (Direct)0.71%1.19%
    Expense ratio (Regular)1.83%2.02%
    RiskometerVery HighVery High
    BenchmarkBSE 500 TRINifty 500 TRI
    Launch date16-09-200328-04-2014
    Minimum investment₹5,000₹500
    Lock inNoneNone
    Fund managersShridatta Bhandwaldar / Mr. Pranav GokhaleAnkit Agarwal, Varun Sharma, Ajay Khandelwal, Atul Mehra, Rakesh Shetty, Swapnil Mayekar
    Exit load1% - if redeemed/switched out within 1 year from the date of allotment. Nil – if redeemed / switched out after 1 year from the date of allotment.Exit load of 1%, if redeemed within 365 days.

    Canara Robeco Flexi Cap vs Motilal Oswal Flexi Cap: Returns Comparison

    Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

    Fund1M3M6M1Y3Y5Y10Y
    Canara Robeco Flexi Cap Fund (Direct)+0.09%−4.74%−0.45%−6.26%+11.53%+8.62%+13.80%
    Motilal Oswal Flexi Cap Fund (Direct)−1.70%−1.19%+8.85%−3.83%+16.84%+12.46%+12.24%
    Flexi Cap average−1.62%−4.17%+1.00%−3.58%+12.37%+10.04%+13.13%

    Category average: the average of the 46 Flexi Cap funds, same plan type.

    Canara Robeco Flexi Cap vs Motilal Oswal Flexi Cap: Year-wise Returns

    YearCanara RobecoCanara Robeco Flexi CapMotilal OswalMotilal Oswal Flexi Cap
    2026to date−5.74%+0.83%
    2025+8.27%−4.82%
    2024+19.24%+46.96%
    2023+24.31%+32.08%
    2022−0.33%−2.14%
    2021+34.40%+16.33%

    Canara Robeco Flexi Cap vs Motilal Oswal Flexi Cap: Rolling Returns

    Every holding period of both funds, against BSE 500 TRI, the benchmark of Canara Robeco Flexi Cap Fund

    Rolling returns

    Every 3-year holding period, 2,341 of them, one for each trading day from 02-05-2017 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.

    −10%0%10%20%30%40%
    Feb 2015
    to
    Feb 2018    Sept 2016
    to
    Sept 2019    Apr 2018
    to
    Apr 2021    Dec 2019
    to
    Dec 2022    Jul 2021
    to
    Jul 2024    Jan 2023
    to
    Jan 2026
    Canara Robeco Flexi Cap Fund (Direct)Motilal Oswal Flexi Cap Fund (Direct)BSE 500 TRI

    How the periods spread

    FundBelow 0%0-5%5-10%10-15%15-20%20-25%Above 25%MeanMedianLowestHighestBeat benchmark
    Canara Robeco Flexi Cap0.02.110.931.141.012.02.915.3%15.8%0.2%30.1%55%
    Motilal Oswal Flexi Cap3.56.517.320.927.316.58.114.9%15.4%−7.2%35.0%49%
    BSE 500 TRI2.14.88.437.231.911.73.814.7%14.7%−6.2%33.9%--

    The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is BSE 500 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 29-04-2014. Past returns do not promise future returns.

    Canara Robeco Flexi Cap vs Motilal Oswal Flexi Cap: SIP and Lumpsum Returns

    What the same monthly or one-time investment would be worth in each fund today, from their own NAV history

    Growth of an investment

    Step up each year
    PeriodFor

    ₹10,000 on the first trading day of every month, from 01-04-2014 to 30-10-2026: 151 instalments, ₹15,10,000 in all.

    InvestmentInvestedValue nowGainReturn a year
    Canara Robeco Flexi CapCanara Robeco Flexi Cap Fund (Direct) ₹15,10,000 ₹36,37,626 ₹21,27,626 13.1%
    Motilal Oswal Flexi CapMotilal Oswal Flexi Cap Fund (Direct) ₹15,10,000 ₹36,94,560 ₹21,84,560 13.4%
    ₹0₹10.0 L₹20.0 L₹30.0 L₹40.0 L
    201520172019202120232025
    Canara Robeco Flexi CapCanara Robeco Flexi Cap Fund (Direct)Motilal Oswal Flexi CapMotilal Oswal Flexi Cap Fund (Direct)Amount invested

    From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

    Canara Robeco Flexi Cap vs Motilal Oswal Flexi Cap: Risk and Drawdowns

    How much each fund swings, and the worst fall over the same days

    Risk and return

    MeasureCanara Robeco Flexi Cap Fund (Direct)Motilal Oswal Flexi Cap Fund (Direct)
    Return (CAGR)+11.53%+16.84%
    Standard deviation13.46%16.89%
    Sharpe ratio0.410.64
    Sortino ratio0.560.89
    Maximum drawdown−17.5% (28-02-2025)−21.6% (23-03-2026)
    Beta0.931.02
    Alpha+1.89%+6.55%

    From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.

    Drawdowns

    How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

    −40%−30%−20%−10%0%
    201520172019202120232025
    Canara Robeco Flexi Cap Fund (Direct)Motilal Oswal Flexi Cap Fund (Direct)BSE 500 TRI
    FundWorst fallHigh before itBottomBack at the highTime to climb backBelow its high today
    Canara Robeco Flexi Cap Fund (Direct)−33.2%19-02-202023-03-202009-10-20207 months−6.7%
    Motilal Oswal Flexi Cap Fund (Direct)−37.1%19-02-202023-03-202017-11-20208 months−7.1%
    BSE 500 TRI−38.1%17-01-202023-03-202006-11-20207 months−9.4%

    From daily values since 29-04-2014, the first day every fund has.

    Rolling standard deviation

    Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.

    0%5%10%15%20%25%
    20182020202220242026
    Canara Robeco Flexi Cap Fund (Direct)Motilal Oswal Flexi Cap Fund (Direct)BSE 500 TRI

    Against BSE 500 TRI

    FundUp captureDown captureTracking error
    Canara Robeco Flexi Cap Fund (Direct)96%88%3.80%
    Motilal Oswal Flexi Cap Fund (Direct)101%82%7.90%

    From month-end values since 29-04-2014. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.

    Canara Robeco Flexi Cap vs Motilal Oswal Flexi Cap: Portfolio Overlap

    From each fund's latest monthly portfolio: Canara Robeco Flexi Cap Fund, September 2026; Motilal Oswal Flexi Cap Fund, September 2026

    Holdings in common

    Overlap
    9.4%
    Held by both
    9
    Only in Canara Robeco Flexi Cap
    74
    Only in Motilal Oswal Flexi Cap
    22
    Security% of Canara Robeco Flexi Cap% of Motilal Oswal Flexi Cap
    Eternal Ltd2.99%6.54%
    Samvardhana Motherson International Ltd1.26%2.43%
    Bharat Electronics Ltd1.25%2.23%
    Multi Commodity Exchange Of India Ltd1.18%3.77%
    Shriram Finance Ltd0.92%3.82%
    HDFC Asset Management Co Ltd0.89%2.45%
    CG Power and Industrial Solutions Ltd0.75%5.65%
    Persistent Systems Ltd0.10%3.09%
    Premier Energies Ltd0.08%1.00%

    Overlap: for each holding both funds own, the smaller of its two weights, added up. 9.4% means 9.4% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.

    Largest holdings only in Canara Robeco Flexi Cap Fund

    Security% of fund
    ICICI Bank Ltd6.62%
    HDFC Bank Ltd6.48%
    Bharti Airtel Ltd3.78%
    Reliance Industries Ltd3.43%
    Larsen & Toubro Ltd3.11%

    Largest holdings only in Motilal Oswal Flexi Cap Fund

    Security% of fund
    Kalyan Jewellers India Limited8.23%
    Sterlite Technologies Limited4.43%
    Coforge Limited4.36%
    Diamond Power Infrastructure Ltd.3.97%
    Aditya Infotech Limited3.86%

    Asset and sector split

    Share of each fund, from its latest monthly portfolio

    Asset allocation

    AssetCanara Robeco Flexi CapMotilal Oswal Flexi Cap
    Equity96.3%96.7%
    Debt0.0%0.0%
    Cash and others3.7%3.3%

    Market cap of stocks

    Market capCanara Robeco Flexi CapMotilal Oswal Flexi Cap
    Large Cap70.3%33.2%
    Mid Cap21.4%32.4%
    Small Cap4.6%28.6%
    Not on AMFI's list0.0%2.5%

    Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

    Largest sectors

    SectorCanara Robeco Flexi CapMotilal Oswal Flexi Cap
    Banks19.9%6.2%
    Electrical Equipment1.8%18.2%
    Consumer Durables2.1%12.9%
    Retailing8.5%6.5%
    Finance5.5%7.8%
    Capital Markets3.3%7.7%
    IT - Software4.5%7.5%
    Pharmaceuticals & Biotechnology6.7%5.4%
    Automobiles4.6%5.7%

    The six largest sectors of each fund's stocks, % of the fund.

    Canara Robeco Flexi Cap vs Motilal Oswal Flexi Cap: Expense Ratio

    What each plan charges a year, from AMFI's expense ratio file

    ChargeCanara Robeco Flexi Cap FundMotilal Oswal Flexi Cap Fund
    Total expense ratio (Direct)0.71%1.19%
    Base expense ratio (Direct)0.52%0.72%
    Total expense ratio (Regular)1.83%2.02%
    Base expense ratio (Regular)1.47%1.45%

    The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.

    More comparisons

    Each fund against the others of its category

    Canara Robeco Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund: Frequently Asked Questions

    What is the difference between Canara Robeco Flexi Cap Fund and Motilal Oswal Flexi Cap Fund?

    Both are Flexi Cap funds, run by Canara Robeco Mutual Fund and Motilal Oswal Mutual Fund. Their portfolios overlap 9.4%. Canara Robeco Flexi Cap Fund charges 0.71% a year and Motilal Oswal Flexi Cap Fund 1.19%.

    Which has given higher returns, Canara Robeco Flexi Cap Fund or Motilal Oswal Flexi Cap Fund?

    Over 1 year: Canara Robeco Flexi Cap Fund −6.26%, Motilal Oswal Flexi Cap Fund −3.83%. Over 3 years: Canara Robeco Flexi Cap Fund +11.53% a year, Motilal Oswal Flexi Cap Fund +16.84% a year. Over 5 years: Canara Robeco Flexi Cap Fund +8.62% a year, Motilal Oswal Flexi Cap Fund +12.46% a year. As on 30-10-2026. Past returns do not promise future returns.

    Which has the lower expense ratio, Canara Robeco Flexi Cap Fund or Motilal Oswal Flexi Cap Fund?

    Canara Robeco Flexi Cap Fund charges less: 0.71% a year against 1.19%. These are the Direct plans' total expense ratios reported to AMFI.

    How much do Canara Robeco Flexi Cap Fund and Motilal Oswal Flexi Cap Fund overlap?

    9.4%. They hold 9 of the same securities, the largest shared ones being ETERNAL, MOTHERSON, BEL. From each fund's latest monthly portfolio.

    Which is riskier, Canara Robeco Flexi Cap Fund or Motilal Oswal Flexi Cap Fund?

    On SEBI's riskometer, Canara Robeco Flexi Cap Fund is rated Very High and Motilal Oswal Flexi Cap Fund Very High. Over 3 years, the standard deviation of daily returns was 13.46% and 16.89% a year.

    Which is better for SIP, Canara Robeco Flexi Cap Fund or Motilal Oswal Flexi Cap Fund?

    Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,54,899 in Canara Robeco Flexi Cap Fund (XIRR 8.3% a year) and ₹8,60,529 in Motilal Oswal Flexi Cap Fund (XIRR 13.5% a year). Both received 61 instalments. Past returns do not promise future returns.

    Can I invest in both Canara Robeco Flexi Cap Fund and Motilal Oswal Flexi Cap Fund?

    Yes. 9.4% of each fund's money sits in the same holdings, so the two hold mostly different investments.

    Who manages Canara Robeco Flexi Cap Fund and Motilal Oswal Flexi Cap Fund?

    Canara Robeco Flexi Cap Fund: Shridatta Bhandwaldar / Mr. Pranav Gokhale. Motilal Oswal Flexi Cap Fund: Ankit Agarwal, Varun Sharma, Ajay Khandelwal, Atul Mehra, Rakesh Shetty, Swapnil Mayekar.

    Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.

    This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.

    Track both funds in WealthGamma

    Add your funds once. WealthGamma updates their value every day and shows them next to your stocks, gold, deposits and loans.

    PAN not required · No broker linking · No OTPs

    Start freeSee plans