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) ₹11127 Cr ₹25698 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 08 Apr 2014 05 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 1.74 1.64
Manager Rakesh Shetty Ajay Tyagi
ISIN Code INF247L01478 INF789F01513
Exits Load Exit load of 1% if redeemed within 15 days/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option UTI - Flexi Cap Fund-Growth Option
1 Month 3.28% 5.36%
6 Month 27.54% 22%
1 Year 59.68% 25.06%
3 Year 18.9% 7.7%
5 Year 18.76% 19.24%

SIP Return Analysis

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option UTI - Flexi Cap Fund-Growth Option
6 Month - -
1 Year 21.55% 9.18%
3 Year 45.23% 16.62%
5 Year 66.55% 43.24%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option UTI - Flexi Cap Fund-Growth Option
1 Year 19.6% 18.94%
3 Year 50.23% 35.64%
5 Year 77.54% 49.7%

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% 0.26%
Beta 0.85% 0.95%
Alpha 0.66% -9.23%

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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 14.53 7.18
Large Cap 47.35 56.65
Small Cap 9.12 9.5
Mid Cap 29 26.68

Sector Allocation

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

UTI - Flexi Cap Fund-Growth Option

Others 2.39 3.76
Communication 10.51 1.9
Construction 5.5 -
Services 13.42 14.51
Capital Goods 13.6 5.83
Financial 20.94 23.95
Technology 12.68 11.43
Chemicals 2.18 3.01
Consumer Discretionary 6.43 4.95
Healthcare 1.6 11.31
Automobile 10.75 6.45
Materials - 6.71
Consumer Staples - 2.9
Diversified - 1.01
Metals & Mining - 1.36
Textiles - 0.93

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