ITI Flexi Cap Fund Regular vs Motilal Oswal Flexi Cap Fund Regular Plan compare
ITI Flexi Cap Fund Regular - Growth
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Chart Comparison
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) | ₹1297 Cr | ₹14312 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 | 0.67% | -1.28% |
| 6 Month | 3.84% | 0.98% |
| 1 Year | 2.55% | -2.03% |
| 3 Year | - | 22.29% |
| 5 Year | - | 16.37% |
SIP Return Analysis
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 0.38% | -2.86% |
| 1 Year | 10.88% | 3.35% |
| 3 Year | - | 18.18% |
| 5 Year | - | 17.25% |
Rolling Lumpsum Returns
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 34.68% | 12.84% |
| 3 Year | - | 13.66% |
| 5 Year | - | 12.3% |
Risk Management
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | - | 15.91% |
| Sharp | - | 0.90% |
| Beta | - | 1.00% |
| Alpha | - | 5.73% |
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 | 12.93 | 33.4 |
| Large Cap | 51.98 | 39.78 |
| Small Cap | 20.89 | 1.45 |
| Mid Cap | 14.2 | 25.38 |
Sector Allocation
| Scheme Name |
ITI Flexi Cap Fund Regular - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 3.55 | 18.45 |
| Energy | 5.07 | - |
| Technology | 9.82 | 28.53 |
| Consumer Cyclical | 12.93 | 17.43 |
| Industrials | 16.37 | 16.69 |
| Real Estate | 1.23 | - |
| Financial Services | 26.21 | 9.55 |
| Healthcare | 5.92 | - |
| Basic Materials | 8.78 | - |
| Consumer Defensive | 4.54 | 0.5 |
| Utilities | 2.63 | 0 |
| Communication Services | 2.95 | 8.85 |
Top Comparisons
HSBC Large Cap Fund - Regular Growth
3Y Returns15.35%
Axis Large Cap Fund - Regular Plan - Growth
3Y Returns12.6%
ICICI Prudential Floating Interest Fund - Growth
3Y Returns7.81%
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns7.91%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns17.27%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns17.59%
Invesco India Infrastructure Fund - Growth Option
3Y Returns23.43%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns24.34%