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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) | ₹13727 Cr | ₹25685 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 | -2.65% | -1.74% |
| 6 Month | 10.76% | 7.67% |
| 1 Year | 7.43% | 3.83% |
| 3 Year | 22.49% | 9.66% |
| 5 Year | 19.28% | 16.28% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 3.68% | 2.57% |
| 1 Year | 3.98% | 3.19% |
| 3 Year | 22.61% | 11.36% |
| 5 Year | 19.07% | 10.18% |
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 | 15.71% | 12.32% |
| Sharp | 1.07% | 0.38% |
| Beta | 0.95% | 0.82% |
| Alpha | 7.24% | -3.58% |
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 | 28.08 | 16.57 |
| Large Cap | 39.46 | 51.8 |
| Mid Cap | 30.4 | 20.27 |
| Small Cap | 2.05 | 11.36 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 6.74 | 3.93 |
| Communication Services | 8.31 | 7.29 |
| Industrials | 20.55 | 6.5 |
| Healthcare | 1.82 | 11.36 |
| Financial Services | 9.39 | 23.94 |
| Technology | 30.71 | 15.1 |
| Consumer Cyclical | 16.57 | 19.56 |
| Utilities | 5.9 | - |
| Basic Materials | - | 6.63 |
| Consumer Defensive | - | 5.69 |
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