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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) | ₹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 | 0.6% | 0.41% |
| 6 Month | -7.33% | -2.01% |
| 1 Year | 11.51% | 9.16% |
| 3 Year | 28.31% | 15.95% |
| 5 Year | 22.36% | 19.41% |
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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