Tata Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan 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	8.48%	5.62%
6 Month	2.53%	5.61%
1 Year	19.14%	14.39%
3 Year	26.31%	18.82%
5 Year	24.15%	21.16%

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	-0.14%	2.71%
1 Year	-0.91%	1.1%
3 Year	23.19%	14.95%
5 Year	18.94%	14.42%

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%	0.68%
Beta	0.889%	0.8%
Alpha	6.046%	0.81%

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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	4.43
Large Cap	40.58	59.44
Mid Cap	27.53	13.52
Small Cap	3.56	22.61

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
Others	23.34	2.95
Communication Services	9.21	-
Industrials	18.3	-
Healthcare	1.75	-
Financial Services	9.73	-
Consumer Cyclical	17.23	-
Technology	20.44	-
Petroleum Products	-	4.19
Cement & Cement Products	-	6.95
Personal Products	-	3.14
Construction	-	4.2
Finance	-	10.08
Ferrous Metals	-	2.46
Consumer Durables	-	3.64
Non - Ferrous Metals	-	0.69
Insurance	-	2.55
Pharmaceuticals & Biotechnology	-	5.04
Banks	-	23.32
Realty	-	2.13
Agricultural, Commercial & Construction Vehicles	-	1.53
Industrial Manufacturing	-	0.71
Telecom - Services	-	1.29
Diversified FMCG	-	2.49
Retailing	-	4.7
Food Products	-	1.85
Leisure Services	-	1.3
Transport Services	-	0.36
Auto Components	-	2.22
Healthcare Services	-	2.01
IT - Software	-	4.1
Automobiles	-	3.11
Transport Infrastructure	-	1.2
Capital Markets	-	1.79