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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) | ₹13727 Cr | ₹3388 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 | -0.7% | -1.33% |
| 6 Month | 15.83% | 13.15% |
| 1 Year | 3.43% | 0.68% |
| 3 Year | 22.93% | 15.16% |
| 5 Year | 18.73% | 16.69% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.15% | 0.95% |
| 1 Year | 5.31% | 6.34% |
| 3 Year | 22.89% | 14.76% |
| 5 Year | 19.42% | 14.2% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 13.61% | 13.08% |
| 3 Year | 13.36% | 15.55% |
| 5 Year | 12.02% | 15.57% |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 15.71% | 11.4% |
| Sharp | 1.07% | 0.91% |
| Beta | 0.95% | 0.81% |
| Alpha | 7.24% | 1.15% |
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 | 28.08 | 6.12 |
| Large Cap | 39.46 | 59.56 |
| Mid Cap | 30.4 | 14.99 |
| Small Cap | 2.05 | 19.33 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 6.74 | 4.36 |
| Communication Services | 8.31 | 1.22 |
| Industrials | 20.55 | 7.9 |
| Healthcare | 1.82 | 4.39 |
| Financial Services | 9.39 | 32.59 |
| Technology | 30.71 | 7.7 |
| Consumer Cyclical | 16.57 | 9.85 |
| Utilities | 5.9 | - |
| Energy | - | 4.1 |
| Basic Materials | - | 13.44 |
| Consumer Defensive | - | 11.73 |
| Real Estate | - | 2.72 |
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