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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) ₹1183 Cr ₹13554 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 2.84% 3.69%
6 Month 10.99% 9.66%
1 Year 0.89% 5.31%
3 Year - 21.7%
5 Year - 19.49%

SIP Return Analysis

Scheme Name ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month -0.05% -1.64%
1 Year 7.95% 2.87%
3 Year - 19.34%
5 Year - 17.52%

Rolling Lumpsum Returns

Scheme Name ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year 34.68% 13.31%
3 Year - 13.5%
5 Year - 12.14%

Risk Management

Scheme Name ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation - 15.80%
Sharp - 0.87%
Beta - 0.97%
Alpha - 4.70%

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 12.18 23.55
Large Cap 48.03 45.68
Mid Cap 13.66 29.48
Small Cap 26.12 1.3

Sector Allocation

Scheme Name

ITI Flexi Cap Fund Regular - Growth

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 3.53 5.8
Energy 4.7 -
Technology 9.06 32.63
Industrials 21.1 19.67
Consumer Cyclical 10.34 24.07
Real Estate 1.55 -
Financial Services 25.46 9.47
Healthcare 6.68 0
Basic Materials 7.97 -
Consumer Defensive 3.8 -
Utilities 3.1 5.5
Communication Services 2.72 2.86

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