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UTI vs Motilal Oswal Flexi Cap Fund Regular Plan compare
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
UTI Flexi Cap Fund - Growth Option
Chart Comparison
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) | ₹13679 Cr | ₹25509 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 | 5.49% | 4.37% |
| 6 Month | 17.95% | 15.75% |
| 1 Year | 2.89% | 0.31% |
| 3 Year | 22.7% | 11.28% |
| 5 Year | 20.01% | 16% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 5.94% | 4.91% |
| 1 Year | 12.99% | 12.43% |
| 3 Year | 24.49% | 13.61% |
| 5 Year | 20.12% | 11.21% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 13.61% | 13.78% |
| 3 Year | 13.36% | 13.1% |
| 5 Year | 12.02% | 14.88% |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 15.65% | 12.24% |
| Sharp | 0.94% | 0.28% |
| Beta | 0.95% | 0.82% |
| Alpha | 7.18% | -3.02% |
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 | 20.73 | 16.38 |
| Large Cap | 46.87 | 52.51 |
| Mid Cap | 31.04 | 19.36 |
| Small Cap | 1.36 | 11.74 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 1.57 | 3.73 |
| Communication Services | 2.9 | 7.52 |
| Industrials | 20.77 | 6.69 |
| Healthcare | 1.69 | 11.08 |
| Financial Services | 9.8 | 23.01 |
| Consumer Cyclical | 25.1 | 20.35 |
| Utilities | 6.17 | - |
| Technology | 32.01 | 14.99 |
| Basic Materials | - | 6.44 |
| Consumer Defensive | - | 6.19 |
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