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	5.57%	3.81%
6 Month	-3.05%	7.52%
1 Year	11.01%	7.77%
3 Year	28.14%	19.91%
5 Year	21.56%	19.51%

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	10.97%	10.13%
1 Year	14.6%	16.07%
3 Year	27.18%	18.72%
5 Year	21.54%	16.52%

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	15.77%	11.77%
Sharp	1.28%	1.09%
Beta	0.91%	0.79%
Alpha	7.33%	1.62%

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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	28.35	6.85
Large Cap	39.75	57.85
Mid Cap	29.82	13.74
Small Cap	2.08	21.56

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
Others	22.96	5.27
Communication Services	8.52	-
Industrials	18.22	-
Healthcare	1.73	-
Financial Services	8.53	-
Technology	22.43	-
Consumer Cyclical	17.08	-
Consumer Defensive	0.54	-
Petroleum Products	-	4.57
Cement & Cement Products	-	6.97
Personal Products	-	2.92
Construction	-	4.2
Finance	-	9.76
Ferrous Metals	-	2.54
Consumer Durables	-	4.38
Non - Ferrous Metals	-	0.87
Insurance	-	1.32
Banks	-	22.69
Realty	-	2.33
Agricultural, Commercial & Construction Vehicles	-	1.43
Pharmaceuticals & Biotechnology	-	2.66
Telecom - Services	-	1.34
Diversified FMCG	-	2.31
Retailing	-	4.46
Food Products	-	2.93
Leisure Services	-	1.13
Transport Services	-	0.34
Auto Components	-	2.91
Healthcare Services	-	1.9
IT - Software	-	4.05
Automobiles	-	3.02
Fertilizers & Agrochemicals	-	0.56
Transport Infrastructure	-	1.32
Capital Markets	-	1.82