Motilal Oswal Flexi Cap Fund Regular Plan vs Tata Flexi Cap Fund compare
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
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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