UTI vs Motilal Oswal Flexi Cap Fund Regular Plan compare

UTI 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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UTI Flexi Cap Fund - Growth Option

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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	UTI Flexi Cap Fund - Growth Option
Fund	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	UTI Flexi Cap Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹14319 Cr	₹25757 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹1000
Launch Date	28 Apr 2014	01 Aug 2005
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	90%	8%
Expense Ratio	1.72	1.69
Manager	Rakesh Shetty	Ajay Tyagi
ISIN Code	INF247L01478	INF789F01513
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	UTI 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	UTI Flexi Cap Fund - Growth Option
1 Month	-1.07%	-1.19%
6 Month	3.45%	2.83%
1 Year	2.75%	4.12%
3 Year	21.51%	10.81%
5 Year	16.79%	12.23%

SIP Return Analysis

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	UTI Flexi Cap Fund - Growth Option
6 Month	-0.26%	-0.43%
1 Year	8.57%	6.75%
3 Year	20.92%	11.26%
5 Year	18.57%	9.73%

Rolling Lumpsum Returns

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	UTI Flexi Cap Fund - Growth Option
1 Year	13%	13.42%
3 Year	13.6%	13.01%
5 Year	12.22%	14.96%

Risk Management

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	UTI Flexi Cap Fund - Growth Option
Standard Deviation	15.89%	12.16%
Sharp	0.92%	0.38%
Beta	0.98%	0.83%
Alpha	5.26%	-3.20%

Fund Managers

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	UTI Flexi Cap Fund - Growth Option
Name	Rakesh Shetty	Ajay Tyagi
Total AUM	₹33886 Cr	₹26424 Cr
Funds Managed	19	1
	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	UTI Flexi Cap Fund - Growth Option

Market Cap

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	UTI Flexi Cap Fund - Growth Option
Others	26.7	16.58
Large Cap	43.43	52.25
Mid Cap	28.48	19.46
Small Cap	1.4	11.71

Sector Allocation

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	UTI Flexi Cap Fund - Growth Option
Others	10.72	3.39
Communication Services	3.01	8.02
Industrials	17.86	6.85
Financial Services	9.31	23.63
Utilities	4.45	-
Technology	30.04	14.59
Consumer Cyclical	24.62	20.96
Basic Materials	-	6.23
Healthcare	-	10.83
Consumer Defensive	-	5.5

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