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) | ₹7447 Cr | ₹25685 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 | -1.42% | -0.14% |
6 Month | 12.76% | 12.66% |
1 Year | -1.93% | 0.17% |
3 Year | 14.76% | 10.44% |
5 Year | 17.75% | 15.36% |
SIP Return Analysis
Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|
6 Month | 3.61% | 3.01% |
1 Year | 9.34% | 6.95% |
3 Year | 15.82% | 13.15% |
5 Year | 15.48% | 11.31% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|
1 Year | 12.82% | 13.78% |
3 Year | 15.46% | 13.1% |
5 Year | 16.09% | 14.88% |
Risk Management
Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|
Standard Deviation | 11.71% | 12.32% |
Sharp | 0.77% | 0.38% |
Beta | 0.84% | 0.82% |
Alpha | 0.60% | -3.58% |
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 | 7.86 | 16.57 |
Large Cap | 74.72 | 51.8 |
Mid Cap | 8.73 | 20.27 |
Small Cap | 8.68 | 11.36 |
Sector Allocation
Scheme Name |
BANDHAN Flexi Cap Fund - Regular Plan - Growth |
UTI Flexi Cap Fund - Growth Option |
---|---|---|
Others | 4.78 | 3.93 |
Communication Services | 3.13 | 7.29 |
Energy | 4.89 | - |
Technology | 10.59 | 15.1 |
Consumer Cyclical | 14.75 | 19.56 |
Consumer Defensive | 6.66 | 5.69 |
Industrials | 5.28 | 6.5 |
Basic Materials | 5.95 | 6.63 |
Healthcare | 5.6 | 11.36 |
Financial Services | 35.76 | 23.94 |
Utilities | 2.6 | - |
Real Estate | 0 | - |
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