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

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Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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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 Risk	Very High Risk
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

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	-3.36%	-2.29%
6 Month	-4.65%	-7.99%
1 Year	18.47%	8.11%
3 Year	18.85%	12.5%
5 Year	14.62%	13.65%

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	-	-
1 Year	-0.28%	-3.42%
3 Year	22.87%	13.43%
5 Year	19.35%	14.6%

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%

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	15.651%	11.4%
Sharp	0.791%	0.47%
Beta	0.908%	0.83%
Alpha	5.033%	-0.76%

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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

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

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