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) | ₹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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