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

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Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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Tata Flexi Cap Fund -Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
Fund	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹13023 Cr	₹3263 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹1000
Launch Date	28 Apr 2014	06 Sep 2018
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	90%	69.17%
Expense Ratio	1.72	1.94
Manager	Rakesh Shetty	Amey Sathe
ISIN Code	INF247L01478	INF277K019K2
Exits Load	Motilal Oswal Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	3.03%	1.17%
6 Month	-2.23%	6.98%
1 Year	12.82%	8.6%
3 Year	27.97%	19.83%
5 Year	21.57%	19.09%

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	6.87%	7.03%
1 Year	7.88%	10.77%
3 Year	25.86%	17.86%
5 Year	20.68%	16.1%

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	13.78%	13.43%
3 Year	13.23%	15.32%
5 Year	11.83%	15.31%

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	16.01%	12.22%
Sharp	1.06%	0.83%
Beta	0.90%	0.80%
Alpha	6.74%	1.15%

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Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
Name	Rakesh Shetty	Amey Sathe
Total AUM	₹33886 Cr	₹11910 Cr
Funds Managed	19	4
	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
Others	28.33	6.37
Large Cap	40.58	58.68
Mid Cap	27.53	13.77
Small Cap	3.56	21.18

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
Others	23.34	4.72
Communication Services	9.21	-
Industrials	18.3	-
Healthcare	1.75	-
Financial Services	9.73	-
Consumer Cyclical	17.23	-
Technology	20.44	-
Petroleum Products	-	4.72
Cement & Cement Products	-	6.74
Personal Products	-	3.11
Construction	-	3.86
Finance	-	10.08
Ferrous Metals	-	2.64
Consumer Durables	-	3.92
Non - Ferrous Metals	-	0.9
Insurance	-	1.14
Pharmaceuticals & Biotechnology	-	3.06
Banks	-	23.7
Realty	-	2.35
Agricultural, Commercial & Construction Vehicles	-	1.46
Industrial Manufacturing	-	0.07
Telecom - Services	-	1.49
Diversified FMCG	-	2.45
Retailing	-	4.7
Food Products	-	1.88
Leisure Services	-	1.18
Transport Services	-	0.37
Auto Components	-	2.68
Healthcare Services	-	2.01
IT - Software	-	4.12
Automobiles	-	3.14
Fertilizers & Agrochemicals	-	0.38
Transport Infrastructure	-	1.17
Capital Markets	-	1.96