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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) ₹11855 Cr ₹2886 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 1.72 1.94
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 1.31% 5.39%
6 Month -6.61% -1.34%
1 Year 16.67% 13.46%
3 Year 20.2% 14.01%
5 Year 22.83% 20.73%

SIP Return Analysis

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Tata Flexi Cap Fund -Regular Plan-Growth
6 Month -3.93% 3.22%
1 Year -4.34% 3.59%
3 Year 22.92% 16.38%
5 Year 18.99% 15.51%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Tata Flexi Cap Fund -Regular Plan-Growth
1 Year 13.33% 14.24%
3 Year 13.03% 15.51%
5 Year 11.59% 15.14%

Risk Management

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation 15.785% 11.4%
Sharp 0.761% 0.45%
Beta 0.889% 0.8%
Alpha 6.046% -

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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
Funds Managed 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 28.33 3.13
Large Cap 40.58 58.34
Mid Cap 27.53 14.68
Small Cap 3.56 23.85

Sector Allocation

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Tata Flexi Cap Fund -Regular Plan-Growth

Others 23.34 3.02
Communication Services 9.21 1.35
Industrials 18.3 7.26
Healthcare 1.75 7.59
Financial Services 9.73 40.02
Consumer Cyclical 17.23 11.56
Technology 20.44 5.01
Energy - 4.28
Basic Materials - 9.55
Consumer Defensive - 9.62
Real Estate - 0.75

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