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) ₹11127 Cr ₹2910 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 08 Apr 2014 05 Aug 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 1.74 1.94
Manager Rakesh Shetty Amey Sathe
ISIN Code INF247L01478 INF277K019K2
Exits Load Exit load of 1% if redeemed within 15 days/365 For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Tata Flexi Cap Fund -Regular Plan-Growth
1 Month -4.58% -4.96%
6 Month 15.98% 7.03%
1 Year 46.06% 21.54%
3 Year 18.78% 10.92%
5 Year 17.19% 15.08%

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 36.26% 18.14%
3 Year 31.9% 19.88%
5 Year 23.87% 18.41%

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% 0.56%
Beta 0.85% 0.84%
Alpha 0.66% -0.86%

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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 14.53 7.91
Large Cap 47.35 46.17
Small Cap 9.12 23.69
Mid Cap 29 22.23

Sector Allocation

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Tata Flexi Cap Fund -Regular Plan-Growth

Others 2.39 4.08
Communication 10.51 1.54
Construction 5.5 6.97
Services 13.42 8.25
Capital Goods 13.6 7.19
Financial 20.94 27.21
Technology 12.68 4.96
Chemicals 2.18 1.54
Consumer Discretionary 6.43 2.95
Healthcare 1.6 7.01
Automobile 10.75 2.92
Energy - 9.26
Materials - 4.45
Consumer Staples - 7.21
Metals & Mining - 2.46
Insurance - 2

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