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Tata Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan 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) | ₹13554 Cr | ₹3476 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 | 4% | 4.05% |
| 6 Month | 9.23% | 7.21% |
| 1 Year | 4.18% | 8.1% |
| 3 Year | 22.31% | 16.8% |
| 5 Year | 19.33% | 17.43% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.48% | 2.58% |
| 1 Year | 10.24% | 15.3% |
| 3 Year | 22.37% | 16.48% |
| 5 Year | 19.19% | 15.01% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 13.31% | 12.92% |
| 3 Year | 13.5% | 15.49% |
| 5 Year | 12.14% | 15.78% |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 15.80% | 11.4% |
| Sharp | 0.87% | 0.83% |
| Beta | 0.97% | 0.81% |
| Alpha | 4.70% | 0.8% |
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 | 23.55 | 4.3 |
| Large Cap | 45.68 | 62.48 |
| Mid Cap | 29.48 | 15.26 |
| Small Cap | 1.3 | 17.95 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 5.8 | 2.48 |
| Communication Services | 2.86 | 1.13 |
| Industrials | 19.67 | 8.12 |
| Healthcare | 0 | 3.85 |
| Financial Services | 9.47 | 31.7 |
| Consumer Cyclical | 24.07 | 11.73 |
| Utilities | 5.5 | - |
| Technology | 32.63 | 9.46 |
| Energy | - | 3.92 |
| Basic Materials | - | 13.32 |
| Consumer Defensive | - | 11.56 |
| Real Estate | - | 2.72 |
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