UTI vs Motilal Oswal Flexi Cap Fund Regular Plan compare
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
UTI Flexi Cap Fund - Growth Option
Chart Comparison
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 Risk | Very High Risk |
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 | -3.36% | -1.62% |
6 Month | -4.65% | -6.25% |
1 Year | 18.47% | 10.17% |
3 Year | 18.85% | 6.94% |
5 Year | 14.62% | 12.99% |
SIP Return Analysis
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | UTI Flexi Cap Fund - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -1.13% | -1.07% |
3 Year | 22.51% | 9.56% |
5 Year | 18.89% | 11.47% |
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 | 15.651% | 14.037% |
Sharp | 0.791% | 0.083% |
Beta | 0.908% | 0.918% |
Alpha | 5.033% | -6.197% |
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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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