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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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)	₹13554 Cr	₹3476 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	-0.07%	1.55%
6 Month	8.69%	6.05%
1 Year	2.15%	7%
3 Year	22.36%	16.76%
5 Year	19.09%	16.99%

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	1.48%	2.58%
1 Year	10.24%	15.3%
3 Year	22.37%	16.48%
5 Year	19.19%	15.01%

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	13.31%	12.92%
3 Year	13.5%	15.49%
5 Year	12.14%	15.78%

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	15.80%	11.26%
Sharp	0.87%	0.76%
Beta	0.97%	0.80%
Alpha	4.70%	1.04%

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	23.55	4.3
Large Cap	45.68	62.48
Mid Cap	29.48	15.26
Small Cap	1.3	17.95

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
Others	5.8	2.48
Communication Services	2.86	1.13
Industrials	19.67	8.12
Healthcare	0	3.85
Financial Services	9.47	31.7
Consumer Cyclical	24.07	11.73
Utilities	5.5	-
Technology	32.63	9.46
Energy	-	3.92
Basic Materials	-	13.32
Consumer Defensive	-	11.56
Real Estate	-	2.72