Capitalmind Flexi Cap Fund vs Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Direct Plan, Growth option · Data as on 30-10-2026
Capitalmind Flexi Cap Fund is a Flexi Cap fund and Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund is a mutual fund. Capitalmind Flexi Cap Fund charges 1.72% a year and Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund 1.98% (Direct plans). Their portfolios overlap 28.0%: they hold 10 of the same securities.
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
- Expense ratio
- 1.98%
- NAV
- ₹9.72
Which is better, Capitalmind Flexi Cap or Motilal Oswal BSE Midcap 150 Momentum 30 Index? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Capitalmind Flexi Cap costs less: 1.72% a year against 1.98% (Direct plans).
- Capitalmind Flexi Cap fell less in its worst fall since 30-07-2026: −10.1% against −12.9%.
- Capitalmind Flexi Cap is the larger fund: ₹462 Cr against ₹156 Cr.
- Their portfolios overlap 28.0%: 10 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
| Fact | Capitalmind Flexi Cap Fund | Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund |
|---|---|---|
| Fund house | Capitalmind Mutual Fund | Motilal Oswal Mutual Fund |
| Category | Flexi Cap | Not available |
| AUM | ₹462 Cr (30-09-2026) | ₹156 Cr (30-09-2026) |
| NAV | ₹10.02 (Direct) | ₹9.72 (Direct) |
| Expense ratio (Direct) | 1.72% | 1.98% |
| Expense ratio (Regular) | 3.16% | 2.59% |
| Riskometer | Very High | Not available |
| Benchmark | Nifty 500 TRI | Not available |
| Launch date | 29-07-2025 | Not available |
| Minimum investment | ₹5,000 | Not available |
| Lock in | None | Not available |
| Fund managers | Anoop Vijaykumar, Prateek Jain, Divyansh Agnani | Not available |
| Exit load | Exit load of 1%, if redeemed within 1 months. | Not available |
Capitalmind Flexi Cap vs Motilal Oswal BSE Midcap 150 Momentum 30 Index: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Capitalmind Flexi Cap Fund (Direct) | −1.34% | −0.93% | −0.21% | −1.31% | -- | -- | -- |
| Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund (Direct) | −2.80% | −3.47% | -- | -- | -- | -- | -- |
| Flexi Cap average | −1.62% | −4.17% | +1.00% | −3.58% | -- | -- | -- |
Category average: the average of the 46 Flexi Cap funds, same plan type.
Capitalmind Flexi Cap vs Motilal Oswal BSE Midcap 150 Momentum 30 Index: Year-wise Returns
| Year | Capitalmind Flexi CapCapitalmind Flexi Cap | Motilal Oswal BSE Midcap 150 Momentum 30 IndexMotilal Oswal BSE Midcap 150 Momentum 30 Index |
|---|---|---|
| 2026to date | −2.48% | -- |
Capitalmind Flexi Cap vs Motilal Oswal BSE Midcap 150 Momentum 30 Index: Rolling Returns
Every holding period of both funds, against Nifty 500 TRI, the benchmark of Capitalmind Flexi Cap Fund
Capitalmind Flexi Cap vs Motilal Oswal BSE Midcap 150 Momentum 30 Index: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Capitalmind Flexi Cap Fund (Direct) | Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | +1.00% | −13.08% |
| Standard deviation | 12.12% | 16.80% |
| Sharpe ratio | -0.36 | -1.09 |
| Sortino ratio | -0.46 | -1.35 |
| Maximum drawdown | −10.1% (23-10-2026) | −12.9% (23-10-2026) |
| Beta | 0.74 | 1.00 |
| Alpha | +1.01% | −0.67% |
From daily NAVs, 06-08-2025 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.
Capitalmind Flexi Cap Fund (Direct)
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund (Direct)
Nifty 500 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Capitalmind Flexi Cap Fund (Direct) | −10.1% | 31-08-2026 | 23-10-2026 | Not yet | -- | −5.8% |
| Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund (Direct) | −12.9% | 26-08-2026 | 23-10-2026 | Not yet | -- | −9.1% |
| Nifty 500 TRI | −9.9% | 03-08-2026 | 23-10-2026 | Not yet | -- | −7.9% |
From daily values since 30-07-2026, the first day every fund has.
Capitalmind Flexi Cap vs Motilal Oswal BSE Midcap 150 Momentum 30 Index: Portfolio Overlap
From each fund's latest monthly portfolio: Capitalmind Flexi Cap Fund, September 2026; Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund, September 2026
Holdings in common
- Overlap
- 28.0%
- Held by both
- 10
- Only in Capitalmind Flexi Cap
- 21
- Only in Motilal Oswal BSE Midcap 150 Momentum 30 Index
- 20
| Security | % of Capitalmind Flexi Cap | % of Motilal Oswal BSE Midcap 150 Momentum 30 Index |
|---|---|---|
| Laurus Labs Limited | 4.42% | 5.43% |
| The Federal Bank Limited | 3.65% | 4.89% |
| Multi Commodity Exchange of India Limited | 3.28% | 5.24% |
| Radico Khaitan Limited | 3.21% | 3.09% |
| Sona BLW Precision Forgings Limited | 3.05% | 4.64% |
| Aurobindo Pharma Limited | 2.95% | 5.23% |
| FSN E-Commerce Ventures Limited | 2.89% | 4.03% |
| Bharat Forge Limited | 2.88% | 5.16% |
| Bank of Maharashtra | 3.79% | 1.40% |
| Oracle Financial Services Software Limited | 0.43% | 2.03% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 28.0% means 28.0% 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 Capitalmind Flexi Cap Fund
| Security | % of fund |
|---|---|
| Welspun Corp Limited | 6.31% |
| Divi's Laboratories Limited | 3.90% |
| R R Kabel Limited | 3.54% |
| Torrent Pharmaceuticals Limited | 3.47% |
| Karur Vysya Bank Limited | 3.33% |
Largest holdings only in Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
| Security | % of fund |
|---|---|
| Bharat Heavy Electricals Limited | 5.08% |
| AU Small Finance Bank Limited | 5.07% |
| One 97 Communications Limited | 4.69% |
| Vodafone Idea Limited | 4.33% |
| GE Vernova T&D India Limited | 3.81% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Capitalmind Flexi Cap | Motilal Oswal BSE Midcap 150 Momentum 30 Index |
|---|---|---|
| Equity | 96.0% | 100.9% |
| Debt | 0.1% | 0.0% |
| Cash and others | 3.9% | -0.9% |
Market cap of stocks
| Market cap | Capitalmind Flexi Cap | Motilal Oswal BSE Midcap 150 Momentum 30 Index |
|---|---|---|
| Large Cap | 22.1% | 18.2% |
| Mid Cap | 39.1% | 82.7% |
| Small Cap | 34.8% | 0.0% |
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
| Sector | Capitalmind Flexi Cap | Motilal Oswal BSE Midcap 150 Momentum 30 Index |
|---|---|---|
| Pharmaceuticals & Biotechnology | 26.5% | 16.6% |
| Banks | 17.1% | 13.3% |
| Electrical Equipment | 0.0% | 15.7% |
| Auto Components | 12.2% | 9.8% |
| Industrial Products | 9.8% | 5.7% |
| Capital Markets | 6.6% | 6.7% |
| Beverages | 3.2% | 3.1% |
The six largest sectors of each fund's stocks, % of the fund.
Capitalmind Flexi Cap vs Motilal Oswal BSE Midcap 150 Momentum 30 Index: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Capitalmind Flexi Cap Fund | Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.72% | 1.98% |
| Base expense ratio (Direct) | 0.83% | 0.38% |
| Total expense ratio (Regular) | 3.16% | 2.59% |
| Base expense ratio (Regular) | 2.08% | 0.90% |
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
Capitalmind Flexi Cap Fund vs Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund: Frequently Asked Questions
What is the difference between Capitalmind Flexi Cap Fund and Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund?
Capitalmind Flexi Cap Fund is a Flexi Cap fund, Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund is a mutual fund, run by Capitalmind Mutual Fund and Motilal Oswal Mutual Fund. Their portfolios overlap 28.0%. Capitalmind Flexi Cap Fund charges 1.72% a year and Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund 1.98%.
Which has the lower expense ratio, Capitalmind Flexi Cap Fund or Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund?
Capitalmind Flexi Cap Fund charges less: 1.72% a year against 1.98%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Capitalmind Flexi Cap Fund and Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund overlap?
28.0%. They hold 10 of the same securities, the largest shared ones being LAURUSLABS, FEDERALBNK, MCX. From each fund's latest monthly portfolio.
Can I invest in both Capitalmind Flexi Cap Fund and Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund?
Yes. 28.0% of each fund's money sits in the same holdings, so some of the two investments would move together.
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.