Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ITI Flexi Cap Fund Regular vs Motilal Oswal Flexi Cap Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon ITI Flexi Cap Fund Regular - Growth

Invest Now

tortoise-icon Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Fund ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1201 Cr ₹11855 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 17 Feb 2023 28 Apr 2014
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over % 90%
Expense Ratio 2.03 1.72
Manager Rohan Korde Rakesh Shetty
ISIN Code INF00XX01CL3 INF247L01478
Exits Load ITI Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Motilal Oswal Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month 2.92% 3.97%
6 Month -2.48% -1.08%
1 Year 4.86% 16.23%
3 Year - 25.01%
5 Year - 23.86%

SIP Return Analysis

Scheme Name ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month 5.11% 4.48%
1 Year 0.62% 6.99%
3 Year - 26.39%
5 Year - 20.77%

Rolling Lumpsum Returns

Scheme Name ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year 47.9% 13.33%
3 Year - 13.03%
5 Year - 11.59%

Risk Management

Scheme Name ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation - 15.785%
Sharp - 0.761%
Beta - 0.889%
Alpha - 6.046%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Name Rohan Korde Rakesh Shetty
Total AUM ₹4626 Cr ₹33886 Cr
Funds Managed 10 19
ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Market Cap

Scheme Name

ITI Flexi Cap Fund Regular - Growth

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 5.78 28.33
Large Cap 45.55 40.58
Small Cap 34.85 3.56
Mid Cap 13.83 27.53

Sector Allocation

Scheme Name

ITI Flexi Cap Fund Regular - Growth

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 4.89 23.34
Energy 4.69 -
Industrials 21.81 18.3
Technology 13.06 20.44
Financial Services 19.69 9.73
Consumer Cyclical 9.7 17.23
Basic Materials 7.45 -
Real Estate 1.93 -
Healthcare 7.06 1.75
Utilities 2.17 -
Consumer Defensive 5.03 -
Communication Services 2.54 9.21

Top Comparisons

HDFC Focused 30 Fund - GROWTH PLAN HDFC Focused 30 Fund - GROWTH PLAN

3Y Returns25.71%

VS

Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

3Y Returns12.84%

Compare Now

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns11.73%

VS

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

3Y Returns9.85%

Compare Now

SBI Dividend Yield Fund - Regular Plan - Growth SBI Dividend Yield Fund - Regular Plan - Growth

3Y Returns0%

VS

Tata Dividend Yield Fund-Regular Plan-Growth Tata Dividend Yield Fund-Regular Plan-Growth

3Y Returns18.59%

Compare Now

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns22.22%

VS

Quant ESG Equity Fund Regular - Growth Quant ESG Equity Fund Regular - Growth

3Y Returns19.22%

Compare Now
Add to Cart Successfully