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) | ₹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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