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)	₹11855 Cr	₹2886 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	0.16%	4.45%
6 Month	-4.69%	-0.59%
1 Year	13.91%	10.06%
3 Year	21.06%	14.63%
5 Year	21.14%	19.22%

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	-1.14%	4.52%
1 Year	-2.03%	4.49%
3 Year	23.85%	16.92%
5 Year	19.45%	15.74%

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	13.33%	14.24%
3 Year	13.03%	15.51%
5 Year	11.59%	15.14%

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	15.785%	11.4%
Sharp	0.761%	0.45%
Beta	0.889%	0.8%
Alpha	6.046%	-

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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	3.13
Large Cap	40.58	58.34
Mid Cap	27.53	14.68
Small Cap	3.56	23.85

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
Others	23.34	3.02
Communication Services	9.21	1.35
Industrials	18.3	7.26
Healthcare	1.75	7.59
Financial Services	9.73	40.02
Consumer Cyclical	17.23	11.56
Technology	20.44	5.01
Energy	-	4.28
Basic Materials	-	9.55
Consumer Defensive	-	9.62
Real Estate	-	0.75