UTI vs Motilal Oswal Flexi Cap Fund Regular Plan compare

UTI vs Motilal Oswal Flexi Cap Fund Regular Plan compare

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Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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UTI Flexi Cap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	3.29%	2.08%
6 Month	10.29%	6.28%
1 Year	5.77%	4.81%
3 Year	21.66%	10.9%
5 Year	19.53%	14.81%

SIP Return Analysis

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	UTI Flexi Cap Fund - Growth Option
6 Month	1.96%	1.97%
1 Year	10.3%	9.17%
3 Year	22.1%	12.04%
5 Year	19.05%	10.03%

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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