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

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

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tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

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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 Tata Flexi Cap Fund -Regular Plan-Growth
Fund Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹12024 Cr ₹3009 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 28 Apr 2014 06 Sep 2018
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 90% 69.17%
Expense Ratio 1.73 1.93
Manager Rakesh Shetty Amey Sathe
ISIN Code INF247L01478 INF277K019K2
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 Tata 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 Tata Flexi Cap Fund -Regular Plan-Growth
1 Month -9.51% -1.48%
6 Month 1.6% -3.16%
1 Year 24.7% 10.76%
3 Year 17.94% 11.1%
5 Year 16.05% 14.41%

SIP Return Analysis

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Tata Flexi Cap Fund -Regular Plan-Growth
6 Month - -
1 Year 16.4% 3.6%
3 Year 28.29% 15.77%
5 Year 22.19% 15.95%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Tata Flexi Cap Fund -Regular Plan-Growth
1 Year 12.77% 14.26%
3 Year 12.81% 15.8%
5 Year 11.22% 15.24%

Risk Management

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation 12.18% 11.4%
Sharp 0.92% 0.4%
Beta 0.85% 0.85%
Alpha 0.66% -2.15%

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Fund Managers

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Tata Flexi Cap Fund -Regular Plan-Growth
Name Rakesh Shetty Amey Sathe
Total AUM ₹33886 Cr ₹11910 Cr
Fund Manage 19 4
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Tata Flexi Cap Fund -Regular Plan-Growth

Market Cap

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Tata Flexi Cap Fund -Regular Plan-Growth

Others 2.79 5.31
Large Cap 49.67 47.99
Mid Cap 46.6 19.09
Small Cap 0.91 27.61

Sector Allocation

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Tata Flexi Cap Fund -Regular Plan-Growth

Others 2.79 5.31
Telecom - Services 9.04 1.29
Construction 3.01 3.68
Healthcare Services 1.69 1.75
Industrial Products 10.61 2.92
Banks 2.69 22.27
Automobiles 5.9 2.39
Capital Markets 2.31 2.17
Finance 14.14 9
IT - Software 18.68 4.38
Consumer Durables 9.56 3.93
Retailing 14.89 3.21
Auto Components 4.66 2.14
Petroleum Products - 3.98
Cement & Cement Products - 4.62
Personal Products - 2.81
Ferrous Metals - 1.28
Insurance - 2.82
Pharmaceuticals & Biotechnology - 6.3
Realty - 2.64
Agricultural, Commercial & Construction Vehicles - 1.74
Industrial Manufacturing - 1.2
Diversified FMCG - 2.27
Food Products - 1.93
Leisure Services - 0.97
Transport Services - 0.5
Commercial Services & Supplies - 1.13
Transport Infrastructure - 1.37

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