Motilal Oswal BSE Clean Environment Index Fund vs Motilal Oswal Flexi Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Motilal Oswal BSE Clean Environment Index Fund is a mutual fund and Motilal Oswal Flexi Cap Fund is a Flexi Cap fund. Motilal Oswal BSE Clean Environment Index Fund charges 1.07% a year and Motilal Oswal Flexi Cap Fund 1.19% (Direct plans). Their portfolios overlap 11.4%: they hold 5 of the same securities.
Motilal Oswal BSE Clean Environment Index Fund
- Expense ratio
- 1.07%
- NAV
- ₹8.46
Which is better, Motilal Oswal BSE Clean Environment Index 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 BSE Clean Environment Index costs less: 1.07% a year against 1.19% (Direct plans).
- Motilal Oswal Flexi Cap fell less in its worst fall since 02-07-2026: −11.2% against −19.4%.
- Motilal Oswal Flexi Cap is the larger fund: ₹13,446 Cr against ₹49 Cr.
- Their portfolios overlap 11.4%: 5 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 | Motilal Oswal BSE Clean Environment Index Fund | Motilal Oswal Flexi Cap Fund |
|---|---|---|
| Fund house | Motilal Oswal Mutual Fund | Motilal Oswal Mutual Fund |
| Category | Not available | Flexi Cap |
| AUM | ₹49 Cr (30-09-2026) | ₹13,446 Cr (30-09-2026) |
| NAV | ₹8.46 (Direct) | ₹67.61 (Direct) |
| Expense ratio (Direct) | 1.07% | 1.19% |
| Expense ratio (Regular) | Not available | 2.02% |
| Riskometer | Not available | Very High |
| Benchmark | Not available | Nifty 500 TRI |
| Launch date | Not available | 28-04-2014 |
| Minimum investment | Not available | ₹500 |
| Lock in | Not available | None |
| Fund managers | Not available | Ankit Agarwal, Varun Sharma, Ajay Khandelwal, Atul Mehra, Rakesh Shetty, Swapnil Mayekar |
| Exit load | Not available | Exit load of 1%, if redeemed within 365 days. |
Motilal Oswal BSE Clean Environment Index 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.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Motilal Oswal BSE Clean Environment Index Fund (Direct) | −3.75% | −7.93% | -- | -- | -- | -- | -- |
| 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.
Motilal Oswal BSE Clean Environment Index vs Motilal Oswal Flexi Cap: Year-wise Returns
| Year | BSE Clean Environment IndexMotilal Oswal BSE Clean Environment Index | Flexi CapMotilal Oswal Flexi Cap |
|---|---|---|
| 2026to date | -- | +0.83% |
| 2025 | -- | −4.82% |
| 2024 | -- | +46.96% |
| 2023 | -- | +32.08% |
| 2022 | -- | −2.14% |
| 2021 | -- | +16.33% |
Motilal Oswal BSE Clean Environment Index vs Motilal Oswal Flexi Cap: Rolling Returns
Every holding period of both funds, against BSE Clean Environment TRI, the benchmark of Motilal Oswal BSE Clean Environment Index Fund
Motilal Oswal BSE Clean Environment Index vs Motilal Oswal Flexi Cap: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Motilal Oswal BSE Clean Environment Index Fund (Direct) | Motilal Oswal Flexi Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | −41.01% | +16.56% |
| Standard deviation | 18.74% | 16.70% |
| Sharpe ratio | -2.47 | 0.64 |
| Sortino ratio | -2.96 | 0.87 |
| Maximum drawdown | −19.4% (23-10-2026) | −37.1% (23-03-2020) |
| Beta | 1.00 | 0.96 |
| Alpha | −0.41% | +3.61% |
From daily NAVs, 02-07-2026 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.
Motilal Oswal BSE Clean Environment Index Fund (Direct)
Motilal Oswal Flexi Cap Fund (Direct)
BSE Clean Environment TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Motilal Oswal BSE Clean Environment Index Fund (Direct) | −19.4% | 02-07-2026 | 23-10-2026 | Not yet | -- | −15.9% |
| Motilal Oswal Flexi Cap Fund (Direct) | −11.2% | 31-08-2026 | 23-10-2026 | Not yet | -- | −7.1% |
| BSE Clean Environment TRI | −19.3% | 02-07-2026 | 23-10-2026 | Not yet | -- | −15.8% |
From daily values since 02-07-2026, the first day every fund has.
Motilal Oswal BSE Clean Environment Index vs Motilal Oswal Flexi Cap: Portfolio Overlap
From each fund's latest monthly portfolio: Motilal Oswal BSE Clean Environment Index Fund, September 2026; Motilal Oswal Flexi Cap Fund, September 2026
Holdings in common
- Overlap
- 11.4%
- Held by both
- 5
- Only in Motilal Oswal BSE Clean Environment Index
- 24
- Only in Motilal Oswal Flexi Cap
- 26
| Security | % of Motilal Oswal BSE Clean Environment Index | % of Motilal Oswal Flexi Cap |
|---|---|---|
| Ather Energy Limited | 7.44% | 3.20% |
| Waaree Energies Limited | 6.20% | 3.00% |
| Ola Electric Mobility Ltd | 2.36% | 2.50% |
| Suzlon Energy Limited | 13.14% | 1.79% |
| Premier Energies Limited | 4.04% | 1.00% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 11.4% means 11.4% 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 Motilal Oswal BSE Clean Environment Index Fund
| Security | % of fund |
|---|---|
| Tata Power Company Limited | 15.56% |
| Adani Green Energy Limited | 11.59% |
| JSW Energy Limited | 8.19% |
| NHPC Limited | 7.47% |
| MTAR Technologies Limited | 4.65% |
Largest holdings only in Motilal Oswal Flexi Cap Fund
| Security | % of fund |
|---|---|
| Kalyan Jewellers India Limited | 8.23% |
| Eternal Limited | 6.54% |
| CG Power and Industrial Solutions Limited | 5.65% |
| Sterlite Technologies Limited | 4.43% |
| Coforge Limited | 4.36% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Motilal Oswal BSE Clean Environment Index | Motilal Oswal Flexi Cap |
|---|---|---|
| Equity | 100.4% | 96.7% |
| Debt | 0.0% | 0.0% |
| Cash and others | -0.4% | 3.3% |
Market cap of stocks
| Market cap | Motilal Oswal BSE Clean Environment Index | Motilal Oswal Flexi Cap |
|---|---|---|
| Large Cap | 27.1% | 33.2% |
| Mid Cap | 41.4% | 32.4% |
| Small Cap | 31.8% | 28.6% |
| Not on AMFI's list | 0.0% | 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
| Sector | Motilal Oswal BSE Clean Environment Index | Motilal Oswal Flexi Cap |
|---|---|---|
| Power | 49.7% | 0.0% |
| Electrical Equipment | 33.5% | 18.2% |
| Consumer Durables | 0.0% | 12.9% |
| Automobiles | 11.1% | 5.7% |
| Finance | 0.0% | 7.8% |
| Capital Markets | 0.0% | 7.7% |
| IT - Software | 0.0% | 7.5% |
| Retailing | 0.0% | 6.5% |
| Other Utilities | 4.4% | 0.0% |
| Minerals & Mining | 1.3% | 0.0% |
| Textiles & Apparels | 0.4% | 0.0% |
The six largest sectors of each fund's stocks, % of the fund.
Motilal Oswal BSE Clean Environment Index vs Motilal Oswal Flexi Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Motilal Oswal BSE Clean Environment Index Fund | Motilal Oswal Flexi Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.07% | 1.19% |
| Base expense ratio (Direct) | 0.35% | 0.72% |
| Total expense ratio (Regular) | Not available | 2.02% |
| Base expense ratio (Regular) | 0.90% | 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
Motilal Oswal BSE Clean Environment Index Fund vs Motilal Oswal Flexi Cap Fund: Frequently Asked Questions
What is the difference between Motilal Oswal BSE Clean Environment Index Fund and Motilal Oswal Flexi Cap Fund?
Motilal Oswal BSE Clean Environment Index Fund is a mutual fund, Motilal Oswal Flexi Cap Fund is a Flexi Cap fund, run by Motilal Oswal Mutual Fund. Their portfolios overlap 11.4%. Motilal Oswal BSE Clean Environment Index Fund charges 1.07% a year and Motilal Oswal Flexi Cap Fund 1.19%.
Which has the lower expense ratio, Motilal Oswal BSE Clean Environment Index Fund or Motilal Oswal Flexi Cap Fund?
Motilal Oswal BSE Clean Environment Index Fund charges less: 1.07% a year against 1.19%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Motilal Oswal BSE Clean Environment Index Fund and Motilal Oswal Flexi Cap Fund overlap?
11.4%. They hold 5 of the same securities, the largest shared ones being ATHERENERG, WAAREEENER, OLAELEC. From each fund's latest monthly portfolio.
Can I invest in both Motilal Oswal BSE Clean Environment Index Fund and Motilal Oswal Flexi Cap Fund?
Yes. 11.4% 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.