UTI vs Motilal Oswal Flexi Cap Fund Regular Plan compare

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tortoise-icon Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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tortoise-icon UTI Flexi Cap Fund - Growth Option

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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 UTI Flexi Cap Fund - Growth Option
Fund Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option UTI Flexi Cap Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹12024 Cr ₹25924 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 28 Apr 2014 01 Aug 2005
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 90% 8%
Expense Ratio 1.73 1.65
Manager Rakesh Shetty Ajay Tyagi
ISIN Code INF247L01478 INF789F01513
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 UTI 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 UTI Flexi Cap Fund - Growth Option
1 Month -9.51% -4.76%
6 Month 1.6% -1.04%
1 Year 24.7% 12.02%
3 Year 17.94% 4.96%
5 Year 16.05% 14.35%

SIP Return Analysis

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option UTI Flexi Cap Fund - Growth Option
6 Month - -
1 Year 16.4% 7.71%
3 Year 28.29% 12.23%
5 Year 22.19% 13.47%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option UTI Flexi Cap Fund - Growth Option
1 Year 12.77% 13.92%
3 Year 12.81% 13.31%
5 Year 11.22% 14.78%

Risk Management

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option UTI Flexi Cap Fund - Growth Option
Standard Deviation 12.18% 13.38%
Sharp 0.92% -0.01%
Beta 0.85% 0.94%
Alpha 0.66% -7.85%

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Fund Managers

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option UTI Flexi Cap Fund - Growth Option
Name Rakesh Shetty Ajay Tyagi
Total AUM ₹33886 Cr ₹26424 Cr
Fund Manage 19 1
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option UTI Flexi Cap Fund - Growth Option

Market Cap

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

UTI Flexi Cap Fund - Growth Option

Others 2.79 4.36
Large Cap 49.67 54.79
Mid Cap 46.6 30.05
Small Cap 0.91 10.77

Sector Allocation

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

UTI Flexi Cap Fund - Growth Option

Others 2.79 4.36
Telecom - Services 9.04 2.06
Construction 3.01 -
Healthcare Services 1.69 3.55
Industrial Products 10.61 4.31
Banks 2.69 17.04
Automobiles 5.9 2.87
Capital Markets 2.31 -
Finance 14.14 5.59
IT - Software 18.68 12.79
Consumer Durables 9.56 9.69
Retailing 14.89 14.57
Auto Components 4.66 3.47
Personal Products - 0.51
Chemicals & Petrochemicals - 1.94
Pharmaceuticals & Biotechnology - 7.33
Electrical Equipment - 0.3
Cement & Cement Products - 1.21
Agricultural Food & other Products - 0.9
Healthcare Equipment & Supplies - 1.75
Food Products - 0.98
Leisure Services - 1.34
Diversified - 0.98
Fertilizers & Agrochemicals - 1.49
Textiles & Apparels - 0.94

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