ITI Flexi Cap Fund Regular vs Motilal Oswal Flexi Cap Fund Regular Plan compare

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tortoise-icon ITI Flexi Cap Fund Regular - Growth

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tortoise-icon Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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Chart Comparison

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

Overview

Scheme Name ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Fund ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1115 Cr ₹11127 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 17 Feb 2023 08 Apr 2014
Category Flexi Cap Flexi Cap
Fund Type Open-ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over % 90%
Expense Ratio 2.1 1.74
Manager Rohan Korde Rakesh Shetty
ISIN Code INF00XX01CL3 INF247L01478
Exits Load Exit load of 1%, if redeemed within 12 months./365 Exit load of 1% if redeemed within 15 days/365

Trailing Lumpsum Returns

Scheme Name ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month 2.34% 3.28%
6 Month 21.42% 27.54%
1 Year 48.8% 59.68%
3 Year - 18.9%
5 Year - 18.76%

SIP Return Analysis

Scheme Name ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month - -
1 Year 21.89% 21.55%
3 Year 33.48% 45.23%
5 Year 33.48% 66.55%

Rolling Lumpsum Returns

Scheme Name ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year 33.85% 19.6%
3 Year 38.49% 50.23%
5 Year 38.49% 77.54%

Risk Management

Scheme Name ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation - 12.18%
Sharp - 0.92%
Beta - 0.85%
Alpha - 0.66%

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Fund Managers

Scheme Name ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Name Rohan Korde Rakesh Shetty
Total AUM ₹4626 Cr ₹33886 Cr
Fund Manage 10 19
ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Market Cap

Scheme Name

ITI Flexi Cap Fund Regular - Growth

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 12.35 14.53
Large Cap 43.17 47.35
Mid Cap 15.14 29
Small Cap 29.36 9.12

Sector Allocation

Scheme Name

ITI Flexi Cap Fund Regular - Growth

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 2.45 2.39
Capital Goods 19.35 13.6
Financial 19.55 20.94
Automobile 6.71 10.75
Energy 7.39 -
Technology 3.76 12.68
Materials 4.77 -
Construction 6.17 5.5
Textiles 1.06 -
Healthcare 4.35 1.6
Services 5.11 13.42
Metals & Mining 4.92 -
Consumer Staples 6.82 -
Chemicals 2.22 2.18
Diversified 1.81 -
Communication 3.14 10.51
Unclassified 0.44 -
Consumer Discretionary - 6.43

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