Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ITI Flexi Cap Fund Regular vs Edelweiss Flexi Cap Fund compare

Link copied to clipboard!

tortoise-icon ITI Flexi Cap Fund Regular - Growth

Invest Now

tortoise-icon Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Invest Now

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) ₹1183 Cr ₹2842 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 2.84% 3.67%
6 Month 10.99% 8.65%
1 Year 0.89% 3.58%
3 Year - 18.26%
5 Year - 21.94%

SIP Return Analysis

Scheme Name ITI Flexi Cap Fund Regular - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month -0.05% 0.58%
1 Year 7.95% 6.99%
3 Year - 14.51%
5 Year - 15.58%

Rolling Lumpsum Returns

Scheme Name ITI Flexi Cap Fund Regular - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year 34.68% 12.27%
3 Year - 15.42%
5 Year - 15.05%

Risk Management

Scheme Name ITI Flexi Cap Fund Regular - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation - 13.35%
Sharp - 0.84%
Beta - 0.98%
Alpha - 1.96%

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 12.18 7.72
Large Cap 48.03 58.36
Mid Cap 13.66 25.03
Small Cap 26.12 8.9

Sector Allocation

Scheme Name

ITI Flexi Cap Fund Regular - Growth

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 3.53 3.01
Energy 4.7 4.36
Technology 9.06 10.37
Industrials 21.1 11.49
Consumer Cyclical 10.34 14.09
Real Estate 1.55 1.93
Financial Services 25.46 29.41
Healthcare 6.68 7.34
Basic Materials 7.97 6.18
Consumer Defensive 3.8 6.51
Utilities 3.1 2.84
Communication Services 2.72 2.46

Top Comparisons

ICICI Prudential Focused Equity Fund - Growth ICICI Prudential Focused Equity Fund - Growth

3Y Returns22.01%

VS

UTI Focused Fund- Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option

3Y Returns14.89%

Compare Now

HDFC Equity Savings Fund - GROWTH PLAN HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns10.2%

VS

Tata Equity Savings Fund -Regular Plan-Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option

3Y Returns9.81%

Compare Now

Edelweiss Money Market Fund - Regular Plan - Growth Option Edelweiss Money Market Fund - Regular Plan - Growth Option

3Y Returns6.78%

VS

Baroda BNP Paribas Money Market Fund-Regular Plan - Growth Baroda BNP Paribas Money Market Fund-Regular Plan - Growth

3Y Returns7.21%

Compare Now

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns20.66%

VS

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns24.41%

Compare Now
Add to Cart Successfully