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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) | ₹13554 Cr | ₹25187 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 | 3.69% | 2.02% |
| 6 Month | 9.66% | 5.71% |
| 1 Year | 5.31% | 4.46% |
| 3 Year | 21.7% | 10.9% |
| 5 Year | 19.49% | 15.11% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | -1.45% | -0.19% |
| 1 Year | 3.41% | 4.82% |
| 3 Year | 19.78% | 10.56% |
| 5 Year | 17.71% | 9.18% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 13.31% | 13.67% |
| 3 Year | 13.5% | 13.05% |
| 5 Year | 12.14% | 14.93% |
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 | 23.55 | 16.55 |
| Large Cap | 45.68 | 52.41 |
| Mid Cap | 29.48 | 19.26 |
| Small Cap | 1.3 | 11.77 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 5.8 | 3.51 |
| Communication Services | 2.86 | 7.58 |
| Industrials | 19.67 | 6.8 |
| Healthcare | 0 | 10.99 |
| Financial Services | 9.47 | 23.78 |
| Consumer Cyclical | 24.07 | 20.97 |
| Utilities | 5.5 | - |
| Technology | 32.63 | 14.11 |
| Basic Materials | - | 6.32 |
| Consumer Defensive | - | 5.96 |
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