UTI vs BANDHAN Flexi Cap Fund compare
BANDHAN Flexi Cap Fund - Regular Plan - Growth
UTI Flexi Cap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Fund | BANDHAN Flexi Cap Fund - Regular Plan - Growth | UTI Flexi Cap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7645 Cr | ₹25757 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Sep 2005 | 01 Aug 2005 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 16% | 8% |
| Expense Ratio | 1.88 | 1.69 |
| Manager | Ritika Behera | Ajay Tyagi |
| ISIN Code | INF194K01391 | INF789F01513 |
| Exits Load | Bandhan Flexi Cap Fund - Regular Plan - 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 | BANDHAN Flexi Cap Fund - Regular Plan - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Month | 0.71% | -0.46% |
| 6 Month | 3.19% | 0.14% |
| 1 Year | 4.44% | -1.1% |
| 3 Year | 14.57% | 10.61% |
| 5 Year | 15.87% | 11.52% |
SIP Return Analysis
| Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 3.35% | 0.8% |
| 1 Year | 16.2% | 8.56% |
| 3 Year | 14.87% | 10.93% |
| 5 Year | 14.37% | 9.36% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 12.42% | 13.39% |
| 3 Year | 15.35% | 12.98% |
| 5 Year | 16.28% | 14.95% |
Risk Management
| Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 13.38% |
| Sharp | 0.71% | 0.44% |
| Beta | 0.86% | 0.84% |
| Alpha | 0.84% | -3.07% |
Fund Managers
| Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Name | Ritika Behera | Ajay Tyagi |
| Total AUM | ₹43013 Cr | ₹26424 Cr |
| Funds Managed | 19 | 1 |
| BANDHAN Flexi Cap Fund - Regular Plan - Growth | UTI Flexi Cap Fund - Growth Option |
Market Cap
| Scheme Name |
BANDHAN Flexi Cap Fund - Regular Plan - Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 5.35 | 16.48 |
| Large Cap | 72.24 | 52.62 |
| Mid Cap | 9.17 | 19.77 |
| Small Cap | 13.24 | 11.14 |
Sector Allocation
| Scheme Name |
BANDHAN Flexi Cap Fund - Regular Plan - Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 2.29 | 3.21 |
| Communication Services | 4.44 | 8 |
| Energy | 4.59 | - |
| Technology | 11.4 | 15.13 |
| Consumer Defensive | 7.39 | 5.13 |
| Industrials | 5.91 | 6.74 |
| Basic Materials | 8.02 | 6.13 |
| Healthcare | 6.06 | 10.69 |
| Financial Services | 33.78 | 23.97 |
| Consumer Cyclical | 12.62 | 20.99 |
| Utilities | 3.5 | - |
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