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) | ₹11855 Cr | ₹25096 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 | 0.68% | 1.76% |
6 Month | -8.27% | -2.88% |
1 Year | 11.31% | 9.56% |
3 Year | 26.79% | 14.93% |
5 Year | 22.1% | 19.21% |
SIP Return Analysis
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | UTI Flexi Cap Fund - Growth Option |
---|---|---|
6 Month | 6.06% | 6.44% |
1 Year | 4.58% | 6.17% |
3 Year | 24.57% | 12.99% |
5 Year | 19.92% | 11.65% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | UTI Flexi Cap Fund - Growth Option |
---|---|---|
1 Year | 13.78% | 13.92% |
3 Year | 13.23% | 13.08% |
5 Year | 11.83% | 14.85% |
Risk Management
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | UTI Flexi Cap Fund - Growth Option |
---|---|---|
Standard Deviation | 15.785% | 14.334% |
Sharp | 0.761% | 0.03% |
Beta | 0.889% | 0.9% |
Alpha | 6.046% | -5.578% |
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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 | 28.33 | 4.19 |
Large Cap | 40.58 | 60.78 |
Mid Cap | 27.53 | 23.42 |
Small Cap | 3.56 | 11.6 |
Sector Allocation
Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
UTI Flexi Cap Fund - Growth Option |
---|---|---|
Others | 23.34 | 4.19 |
Communication Services | 9.21 | 6.56 |
Industrials | 18.3 | 6.13 |
Healthcare | 1.75 | 11.29 |
Financial Services | 9.73 | 25.21 |
Consumer Cyclical | 17.23 | 19.16 |
Technology | 20.44 | 15.25 |
Basic Materials | - | 6.76 |
Consumer Defensive | - | 5.44 |
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