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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) | ₹14312 Cr | ₹25575 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 | -0.36% | -0.66% |
| 6 Month | -3.48% | -2.2% |
| 1 Year | -2.92% | 1.48% |
| 3 Year | 22.78% | 12.23% |
| 5 Year | 14.36% | 9.09% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | -1.9% | -0.71% |
| 1 Year | 4.18% | 4.65% |
| 3 Year | 17.06% | 9.39% |
| 5 Year | 16.65% | 8.49% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 12.76% | 13.29% |
| 3 Year | 13.69% | 12.94% |
| 5 Year | 12.32% | 14.92% |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 12.18% | 13.38% |
| Sharp | 0.96% | 0.49% |
| Beta | 1% | 0.83% |
| Alpha | 4.47% | -3.12% |
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 | 37.88 | 16.48 |
| Large Cap | 41.91 | 52.62 |
| Mid Cap | 18.14 | 19.77 |
| Small Cap | 2.08 | 11.14 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 23.73 | 3.21 |
| Communication Services | 9.44 | 8 |
| Energy | 2.24 | - |
| Consumer Cyclical | 13.34 | 20.99 |
| Industrials | 15.89 | 6.74 |
| Financial Services | 12.91 | 23.97 |
| Consumer Defensive | 0.27 | 5.13 |
| Technology | 22.19 | 15.13 |
| Basic Materials | - | 6.13 |
| Healthcare | - | 10.69 |
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