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NAVs as of 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 04 Mar 2026 – 20 Aug 2026, limited by Old Bridge Flexi Cap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Old Bridge Flexi Cap Fund | Motilal Oswal Flexi Cap Fund | Bank of India Flexi Cap Fund | Invesco India Flexi Cap Fund | Nifty 500 |
|---|---|---|---|---|---|
| 04 Mar 2026 | ₹100.00 | ₹100.00 | ₹100.00 | ₹100.00 | ₹100.00 |
| 18 Mar 2026 | ₹100.10 | ₹98.27 | ₹99.17 | ₹97.69 | ₹97.80 |
| 01 Apr 2026 | ₹99.00 | ₹94.88 | ₹96.45 | ₹93.18 | ₹93.42 |
| 15 Apr 2026 | ₹104.90 | ₹102.42 | ₹104.59 | ₹102.49 | ₹100.83 |
| 29 Apr 2026 | ₹105.69 | ₹102.94 | ₹108.05 | ₹103.35 | ₹102.06 |
| 13 May 2026 | ₹104.70 | ₹100.21 | ₹106.33 | ₹102.49 | ₹99.86 |
| 28 May 2026 | ₹107.09 | ₹104.44 | ₹107.75 | ₹105.26 | ₹102.49 |
| 11 Jun 2026 | ₹105.19 | ₹100.02 | ₹104.44 | ₹101.97 | ₹98.68 |
| 25 Jun 2026 | ₹109.89 | ₹105.59 | ₹109.64 | ₹110.18 | ₹103.14 |
| 09 Jul 2026 | ₹110.29 | ₹107.43 | ₹110.03 | ₹111.10 | ₹103.00 |
| 23 Jul 2026 | ₹108.49 | ₹108.55 | ₹110.59 | ₹110.06 | ₹102.56 |
| 06 Aug 2026 | ₹113.99 | ₹115.03 | ₹113.76 | ₹114.57 | ₹105.89 |
| 20 Aug 2026 | ₹115.18 | ₹115.77 | ₹114.76 | ₹114.86 | ₹104.92 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
| Overlap | Old Bridge Flexi Cap Fund | Motilal Oswal Flexi Cap Fund | Bank of India Flexi Cap Fund | Invesco India Flexi Cap Fund |
|---|---|---|---|---|
| Old Bridge Flexi Cap Fund | ||||
| Motilal Oswal Flexi Cap Fund | ||||
| Bank of India Flexi Cap Fund | ||||
| Invesco India Flexi Cap Fund |
Motilal Oswal Flexi Cap Fund and Invesco India Flexi Cap Fund share 18% of their equity book by weight.
Shared holdings — Motilal Oswal Flexi Cap Fund vs Invesco India Flexi Cap Fund
| Stock | Motilal Oswal Flexi Cap Fund | Invesco India Flexi Cap Fund | |
|---|---|---|---|
| Interglobe Aviation Ltd | 2.80% | 3.12% | 2.80% |
| Multi Commodity Exchange Of India Ltd | 3.34% | 2.11% | 2.11% |
| Aditya Infotech Ltd. | 3.35% | 2.08% | 2.08% |
| HDFC Asset Management Company Ltd | 2.93% | 1.80% | 1.80% |
| Coforge Ltd | 4.81% | 1.62% | 1.62% |
| Ather Energy Ltd. | 4.37% | 1.47% | 1.47% |
| Apollo Hospitals Enterprise Ltd | 3.36% | 1.41% | 1.41% |
| Polycab India Ltd | 3.18% | 1.16% | 1.16% |
| Bharat Electronics Ltd | 2.59% | 1.12% | 1.12% |
| Zomato Ltd | 5.57% | 1.11% | 1.11% |
| Persistent Systems Ltd | 3.18% | 0.78% | 0.78% |
| RBL Bank Ltd | 2.00% | 0.52% | 0.52% |
12 shared of 32 / 68 positions. Weights are shown as a share of each fund's equity book.
| Metric | Old Bridge · Regular NAV ₹11.53 Very High risk Unrated | Motilal Oswal · Regular NAV ₹63.58 Very High risk ★★★☆☆ | Bank of India · Regular NAV ₹38.79 Very High risk ★★★★☆ | Invesco · Regular NAV ₹19.86 Very High risk ★★★★★ | Category median Flexi Cap Fund · 46 funds |
|---|---|---|---|---|---|
| — | +2.70% | +13.62%Best in row | +2.74% | +3.25% | |
| — | +20.58%Best in row | +20.47% | +18.77% | +13.01% | |
| — | +12.76% | +16.68%Best in row | — | +11.30% | |
| — | +12.47% | — | — | +12.76% | |
| +15.18% | +16.26% | +24.64%Best in row | +16.42% | +12.77% | |
| +40.23%Best in row | +15.67% | +16.98% | +16.21% | — | |
| — | +13.80% | +23.13%Best in row | +20.85% | +14.91% | |
| — | +11.92% | +20.62%Best in row | — | +14.39% | |
| — | +14.03% | — | — | +13.95% | |
| Risk | |||||
| 12.16%Best in row | 16.90% | 17.77% | 15.53% | 14.17% | |
| — | 0.83 | 0.79 | 0.79 | 0.45 | |
| — | 1.17Best in row | 1.04 | 1.10 | 0.61 | |
| -3.24%Best in row | -37.15% | -23.98% | -19.64% | -31.26% | |
| — | +6.35% | +7.31%Best in row | +5.74% | +1.10% | |
| — | 0.97 | 1.11 | 1.05 | 0.97 | |
| — | 115.1% | 131.3%Best in row | 121.8% | 100.1% | |
| — | 86.4%Best in row | 103.4% | 98.8% | 93.5% | |
| 3.04% | 2.15% | 2.28% | 2.01%Best in row | 2.15% | |
| ₹165.77Cr | ₹12,836Cr | ₹2,414Cr | ₹4,904Cr | ₹4,325Cr | |
| 1.00% | 1.00% | Up to 1.00% | Up to 1.00% | — | |
| ₹1.00K | ₹500 | ₹1.00K | ₹100 | — | |
| ₹5.00K | ₹500 | ₹5.00K | ₹100 | — | |
| — | 15% | 37% | 33% | 33% | |
| Kenneth Andrade · 0.5y | Rakesh Shetty · 3.7y | Alok Singh | Taher Badshah · 4.6y | — | |
| 04 Mar 2026 | 29 Apr 2014 | 01 Jul 2020 | 16 Feb 2022 | — | |
| 35 | 32 | 65 | 68 | — | |
| 33.3% | 46.4% | 31.0% | 32.4% | — | |
| 3.6% | 1.7% | 3.8% | 0.8% | — | |
2 rows carry the same value for every fund — show
- Benchmark
- Nifty 500
- Lock-in
- None
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.