ITI Flexi Cap Fund Regular vs Edelweiss Flexi Cap Fund compare

ITI Flexi Cap Fund Regular vs Edelweiss Flexi Cap Fund compare

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ITI Flexi Cap Fund Regular - Growth

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Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Fund	ITI Flexi Cap Fund Regular - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1297 Cr	₹3073 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	17 Feb 2023	03 Feb 2015
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	%	49%
Expense Ratio	2.03	1.96
Manager	Rohan Korde	Trideep Bhattacharya
ISIN Code	INF00XX01CL3	INF843K01KN5
Exits Load	ITI Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month	0.67%	1.03%
6 Month	3.84%	5.3%
1 Year	2.55%	5.21%
3 Year	-	19.46%
5 Year	-	19.17%

SIP Return Analysis

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month	0.38%	1.83%
1 Year	10.88%	12.67%
3 Year	-	15.95%
5 Year	-	16.48%

Rolling Lumpsum Returns

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year	34.68%	11.73%
3 Year	-	15.58%
5 Year	-	15.23%

Risk Management

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	-	13.34%
Sharp	-	0.82%
Beta	-	0.99%
Alpha	-	2.43%

Fund Managers

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Name	Rohan Korde	Trideep Bhattacharya
Total AUM	₹4626 Cr	₹0 Cr
Funds Managed	10	9
	ITI Flexi Cap Fund Regular - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	12.93	8.28
Large Cap	51.98	56.87
Small Cap	20.89	8.25
Mid Cap	14.2	26.59

Sector Allocation

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	3.55	1.91
Energy	5.07	4.93
Technology	9.82	11.8
Consumer Cyclical	12.93	12.62
Industrials	16.37	10.94
Real Estate	1.23	1.72
Financial Services	26.21	31.92
Healthcare	5.92	6.9
Basic Materials	8.78	6.49
Consumer Defensive	4.54	5.89
Utilities	2.63	2.33
Communication Services	2.95	2.55

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