Tata Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
| 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 |
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Month | 3.28% | 0.04% |
| 6 Month | 27.54% | 16.39% |
| 1 Year | 59.68% | 31.71% |
| 3 Year | 18.9% | 13.95% |
| 5 Year | 18.76% | 17.49% |
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.55% | 13.56% |
| 3 Year | 45.23% | 31.33% |
| 5 Year | 66.55% | 56.93% |
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 19.6% | 18.03% |
| 3 Year | 50.23% | 43.18% |
| 5 Year | 77.54% | 62.15% |
| 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% | 0.71% |
| Beta | 0.85% | 0.85% |
| Alpha | 0.66% | -1.49% |
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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 | 14.53 | 7.91 |
| Large Cap | 47.35 | 46.17 |
| Small Cap | 9.12 | 23.69 |
| Mid Cap | 29 | 22.23 |
| 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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