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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) | ₹13679 Cr | ₹3394 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 | 5.02% | 4.11% |
| 6 Month | 18.27% | 17.46% |
| 1 Year | 3.01% | 1.73% |
| 3 Year | 22.54% | 15.51% |
| 5 Year | 19.7% | 17.05% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 5.94% | 3.96% |
| 1 Year | 12.99% | 14.67% |
| 3 Year | 24.49% | 16.67% |
| 5 Year | 20.12% | 15% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 13.61% | 13.08% |
| 3 Year | 13.36% | 15.55% |
| 5 Year | 12.02% | 15.57% |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 15.65% | 11.4% |
| Sharp | 0.94% | 0.75% |
| Beta | 0.95% | 0.8% |
| Alpha | 7.18% | 1.17% |
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 | 20.73 | 6.12 |
| Large Cap | 46.87 | 59.56 |
| Mid Cap | 31.04 | 14.99 |
| Small Cap | 1.36 | 19.33 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 1.57 | 4.36 |
| Communication Services | 2.9 | 1.22 |
| Industrials | 20.77 | 7.9 |
| Healthcare | 1.69 | 4.39 |
| Financial Services | 9.8 | 32.59 |
| Consumer Cyclical | 25.1 | 9.85 |
| Utilities | 6.17 | - |
| Technology | 32.01 | 7.7 |
| Energy | - | 4.1 |
| Basic Materials | - | 13.44 |
| Consumer Defensive | - | 11.73 |
| Real Estate | - | 2.72 |
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