COMPARE
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option vs The Wealth Company Flexi Cap Fund - Direct Growth
Motilal Oswal Flexi cap Fund and The Wealth Company Flexi Cap Fund are both in the Flexi Cap Fund category, from Motilal Oswal Asset Management Company Limited and Wealth Company Asset Management Holdings Private Limited respectively. Motilal Oswal Flexi cap Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
Motilal Oswal Flexi cap Fund has the lower direct-plan expense ratio, by 0.59 percentage points.
| Motilal Oswal Flexi cap Fund Direct Plan-Growth Option | The Wealth Company Flexi Cap Fund - Direct Growth | |
|---|---|---|
| Category | Flexi Cap Fund | Flexi Cap Fund |
| AMC | Motilal Oswal Asset Management Company Limited | Wealth Company Asset Management Holdings Private Limited |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| NAV | ₹67.2714 (2026-10-28) | ₹9.3297 (2026-10-28) |
| AUM | ₹12,838.77 Cr | ₹233.669 Cr |
| Expense Ratio (Direct) | 1.22% | 1.81% |
| Inception | 2014-04-07 | 2025-09-24 |
Returns
Risk Metrics
This fund is less than three years old, so a three-year risk history does not exist yet.
Portfolio Analytics
Motilal Oswal Flexi cap Fund carries the higher portfolio P/E ratio (a rougher proxy for how richly the underlying holdings are valued) - see the table below for the full comparison.
| Motilal Oswal Flexi cap Fund Direct Plan-Growth Option | The Wealth Company Flexi Cap Fund - Direct Growth | |
|---|---|---|
| P/E Ratio | 38.6643 | 22.97 |
| P/B Ratio | - | 3.09 |
| Dividend Yield | 0.4056% | 0.8607% |
| Active Share | 92.34% | 80.43% |
| Portfolio Turnover | - | - |
| YTM | - | - |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
The Wealth Company Flexi Cap Fund has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a lower expense ratio, Motilal Oswal Flexi cap Fund or The Wealth Company Flexi Cap Fund?
Motilal Oswal Flexi cap Fund's direct-plan expense ratio is 0.59 percentage points lower than The Wealth Company Flexi Cap Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Why don't Motilal Oswal Flexi cap Fund and The Wealth Company Flexi Cap Fund show risk metrics like Sharpe ratio or alpha?
This fund is less than three years old, so a three-year risk history does not exist yet. This is a deliberate methodology choice, not missing data - risk metrics like alpha and Sharpe ratio are most meaningful for actively-managed funds where a manager makes decisions that can add or subtract value versus a benchmark. For a fund that mechanically tracks an index, the equivalent useful metric is tracking error (how closely it follows its index), not alpha.
Which has higher AUM, Motilal Oswal Flexi cap Fund or The Wealth Company Flexi Cap Fund?
Motilal Oswal Flexi cap Fund has ₹12,839 Cr in assets under management, versus ₹234 Cr for The Wealth Company Flexi Cap Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, Motilal Oswal Flexi cap Fund or The Wealth Company Flexi Cap Fund?
Motilal Oswal Flexi cap Fund launched on 2014-04-07, making it older than The Wealth Company Flexi Cap Fund (launched 2025-09-24). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.