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Tata Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare

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tortoise-icon Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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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 28.33 4.43
Large Cap 40.58 59.44
Mid Cap 27.53 13.52
Small Cap 3.56 22.61

Sector Allocation

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

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