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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) | ₹14312 Cr | ₹3670 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 | -3.43% | -0.46% |
| 6 Month | 0.01% | 2.03% |
| 1 Year | -6.89% | 6.48% |
| 3 Year | 20.94% | 15.73% |
| 5 Year | 15.6% | 14.27% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | -1.55% | 1.86% |
| 1 Year | 6.42% | 14.14% |
| 3 Year | 18.44% | 14.81% |
| 5 Year | 17.17% | 13.94% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.84% | 12.36% |
| 3 Year | 13.66% | 15.61% |
| 5 Year | 12.3% | 15.89% |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 15.91% | 11.4% |
| Sharp | 0.90% | 0.86% |
| Beta | 1.00% | 0.82% |
| Alpha | 5.73% | 1.56% |
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 | 33.4 | 8.06 |
| Large Cap | 39.78 | 65.81 |
| Mid Cap | 25.38 | 14.14 |
| Small Cap | 1.45 | 11.99 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 18.45 | 6.96 |
| Communication Services | 8.85 | 1.68 |
| Industrials | 16.69 | 6.2 |
| Financial Services | 9.55 | 27.07 |
| Consumer Defensive | 0.5 | 8.67 |
| Utilities | 0 | 1.97 |
| Technology | 28.53 | 11.52 |
| Consumer Cyclical | 17.43 | 10.91 |
| Energy | - | 5.27 |
| Basic Materials | - | 11.95 |
| Real Estate | - | 2.68 |
| Healthcare | - | 5.13 |
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