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) | ₹7747 Cr | ₹25575 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 | 0.29% | -0.66% |
| 6 Month | 1.68% | -2.2% |
| 1 Year | 8.8% | 1.48% |
| 3 Year | 16.45% | 12.23% |
| 5 Year | 14.35% | 9.09% |
SIP Return Analysis
| Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 3.36% | -0.71% |
| 1 Year | 15.52% | 4.65% |
| 3 Year | 14.46% | 9.39% |
| 5 Year | 14.13% | 8.49% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 12.29% | 13.29% |
| 3 Year | 15.36% | 12.94% |
| 5 Year | 16.24% | 14.92% |
Risk Management
| Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 12.07% | 13.38% |
| Sharp | 0.87% | 0.49% |
| Beta | 0.85% | 0.83% |
| Alpha | 0.69% | -3.12% |
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 | 5.63 | 16.48 |
| Large Cap | 73.39 | 52.62 |
| Mid Cap | 7.47 | 19.77 |
| Small Cap | 13.51 | 11.14 |
Sector Allocation
| Scheme Name |
BANDHAN Flexi Cap Fund - Regular Plan - Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 2.61 | 3.21 |
| Communication Services | 4.33 | 8 |
| Energy | 4.32 | - |
| Technology | 11.63 | 15.13 |
| Consumer Defensive | 8.44 | 5.13 |
| Industrials | 5.48 | 6.74 |
| Basic Materials | 6.62 | 6.13 |
| Healthcare | 6.75 | 10.69 |
| Financial Services | 33.59 | 23.97 |
| Consumer Cyclical | 12.92 | 20.99 |
| Utilities | 3.31 | - |
Top Comparisons
Bajaj Finserv Money Market Fund Regular - Growth
3Y Returns0%
Kotak Money Market Fund - (Growth)
3Y Returns7.42%
Kotak Midcap Fund - Growth
3Y Returns21.38%
Invesco India Midcap Fund - Growth Option
3Y Returns26.67%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns23.93%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns20.26%
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
3Y Returns19.72%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns19.76%