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

Link copied to clipboard!

tortoise-icon ITI Flexi Cap Fund Regular - Growth

Invest Now

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

Invest Now

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) ₹1263 Cr ₹12024 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 17 Feb 2023 28 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 2.06 1.73
Manager Rohan Korde Rakesh Shetty
ISIN Code INF00XX01CL3 INF247L01478
Exits Load ITI Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Motilal Oswal 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 ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month 3.08% 7.23%
6 Month 3.73% 15.67%
1 Year 27.06% 43.22%
3 Year - 22.82%
5 Year - 18.43%

SIP Return Analysis

Scheme Name ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month - -
1 Year 18.24% 39.68%
3 Year - 34.92%
5 Year - 25.84%

Rolling Lumpsum Returns

Scheme Name ITI Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year 49.45% 12.77%
3 Year - 12.81%
5 Year - 11.22%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 3.2187288944 2.79
Large Cap 41.53 49.67
Small Cap 37.95 0.91
Mid Cap 17.32 46.6

Sector Allocation

Scheme Name

ITI Flexi Cap Fund Regular - Growth

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 3.2187288944 2.79
Petroleum Products 5.44 -
Electrical Equipment 5.33 -
IT - Services 2.09 -
IT - Software 5.44 18.68
Auto Components 3.82 4.66
Construction 5.03 3.01
Cement & Cement Products 1.88 -
Finance 4.01 14.14
Textiles & Apparels 0.94 -
Realty 2.1 -
Banks 11.65 2.69
Pharmaceuticals & Biotechnology 5.34 -
Leisure Services 1.97 -
Industrial Manufacturing 2.06 -
Commercial Services & Supplies 0.92 -
Non - Ferrous Metals 1.85 -
Industrial Products 8.12 10.61
Diversified FMCG 3.95 -
Insurance 1.11 -
Diversified Metals 1.07 -
Ferrous Metals 0.83 -
Cigarettes & Tobacco Products 2.1 -
Aerospace & Defense 0.75 -
Chemicals & Petrochemicals 2.52 -
Transport Services 0.55 -
Telecom - Services 2.29 9.04
Automobiles 1.83 5.9
Consumer Durables 3.27 9.56
Power 2.01 -
Capital Markets 1.76 2.31
Retailing 1.38 14.89
Other Utilities 2.41 -
Agricultural, Commercial & Construction Vehicles 0.98 -
Healthcare Services - 1.69

Top Comparisons

Invesco India Smallcap Fund - Regular Plan - Growth Invesco India Smallcap Fund - Regular Plan - Growth

3Y Returns26.56%

VS

Canara Robeco Small Cap Fund - Regular Plan - Growth Option Canara Robeco Small Cap Fund - Regular Plan - Growth Option

3Y Returns21.23%

Compare Now

HDFC Arbitrage Fund - Wholesale Growth Option HDFC Arbitrage Fund - Wholesale Growth Option

3Y Returns6.29%

VS

Axis Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns6.22%

Compare Now

Franklin India ELSS Tax Saver Fund-Growth Franklin India ELSS Tax Saver Fund-Growth

3Y Returns19.56%

VS

Tata ELSS Tax Saver Fund-Growth-Regular Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan

3Y Returns17.12%

Compare Now

BANDHAN LIQUID Fund - Regular Plan - Growth BANDHAN LIQUID Fund - Regular Plan - Growth

3Y Returns6.31%

VS

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.36%

Compare Now
Request call back
Add to Cart Successfully