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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) ₹11855 Cr ₹25096 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 1.72 1.69
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 8.14% 5%
6 Month -10.03% -10.72%
1 Year 18.43% 11.11%
3 Year 21.84% 7.93%
5 Year 23.65% 20.62%

SIP Return Analysis

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option UTI Flexi Cap Fund - Growth Option
6 Month -5.7% -4.41%
1 Year -1.58% -4.09%
3 Year 24.53% 10.13%
5 Year 20.02% 11.09%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option UTI Flexi Cap Fund - Growth Option
1 Year 13.33% 14.12%
3 Year 13.03% 13.17%
5 Year 11.59% 14.82%

Risk Management

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option UTI Flexi Cap Fund - Growth Option
Standard Deviation 15.785% 14.334%
Sharp 0.761% 0.03%
Beta 0.889% 0.9%
Alpha 6.046% -5.578%

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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
Funds Managed 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 28.33 4.19
Large Cap 40.58 60.78
Mid Cap 27.53 23.42
Small Cap 3.56 11.6

Sector Allocation

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

UTI Flexi Cap Fund - Growth Option

Others 23.34 4.19
Communication Services 9.21 6.56
Industrials 18.3 6.13
Healthcare 1.75 11.29
Financial Services 9.73 25.21
Consumer Cyclical 17.23 19.16
Technology 20.44 15.25
Basic Materials - 6.76
Consumer Defensive - 5.44

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