Motilal Oswal Flexi Cap Fund Regular Plan vs Tata Flexi Cap Fund compare
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
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% |
SIP Return Analysis
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% |
Rolling Lumpsum Returns
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% |
Risk Management
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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Fund Managers
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 |
Market Cap
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 |
Sector Allocation
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 |
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