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

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tortoise-icon ITI Flexi Cap Fund Regular - Growth

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

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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) ₹1186 Cr ₹13894 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 -3.21% -3.82%
6 Month 7.42% 7.91%
1 Year -2.53% 6.42%
3 Year - 23.59%
5 Year - 19.62%

SIP Return Analysis

Scheme Name ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month 7.57% 5.45%
1 Year 7.5% 7%
3 Year - 24.7%
5 Year - 20.25%

Rolling Lumpsum Returns

Scheme Name ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year 42.75% 13.61%
3 Year - 13.36%
5 Year - 12.02%

Risk Management

Scheme Name ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation - 15.77%
Sharp - 1.28%
Beta - 0.91%
Alpha - 7.33%

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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 7.77 31.92
Large Cap 48.07 38.78
Mid Cap 14.91 27.39
Small Cap 29.25 1.9

Sector Allocation

Scheme Name

ITI Flexi Cap Fund Regular - Growth

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 3.44 9.92
Energy 5.47 -
Technology 9.35 29.47
Industrials 19.83 20.13
Consumer Cyclical 8.99 16.61
Real Estate 2.03 -
Financial Services 26.16 8.11
Healthcare 6.6 1.84
Basic Materials 7.8 -
Consumer Defensive 4.43 0
Utilities 2.86 5.25
Communication Services 3.03 8.69

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