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) | ₹7384 Cr | ₹25187 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 | 1.92% | 0.53% |
| 6 Month | 8.16% | 5.17% |
| 1 Year | 5.99% | 3.86% |
| 3 Year | 15.78% | 11.64% |
| 5 Year | 18.73% | 15.06% |
SIP Return Analysis
| Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.91% | 1.8% |
| 1 Year | 15.21% | 10.42% |
| 3 Year | 15.77% | 12.76% |
| 5 Year | 15.07% | 10.66% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 12.67% | 13.67% |
| 3 Year | 15.35% | 13.05% |
| 5 Year | 16.17% | 14.93% |
Risk Management
| Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.55% | 12.11% |
| Sharp | 0.68% | 0.33% |
| Beta | 0.84% | 0.82% |
| Alpha | -0.07% | -3.70% |
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 | 7.43 | 16.55 |
| Large Cap | 71.81 | 52.41 |
| Mid Cap | 9.34 | 19.26 |
| Small Cap | 11.42 | 11.77 |
Sector Allocation
| Scheme Name |
BANDHAN Flexi Cap Fund - Regular Plan - Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 3.74 | 3.51 |
| Communication Services | 4.38 | 7.58 |
| Energy | 5.37 | - |
| Technology | 11.37 | 14.11 |
| Consumer Defensive | 5.62 | 5.96 |
| Industrials | 6.12 | 6.8 |
| Basic Materials | 6.14 | 6.32 |
| Healthcare | 5.3 | 10.99 |
| Financial Services | 34.72 | 23.78 |
| Consumer Cyclical | 13.73 | 20.97 |
| Utilities | 3.51 | - |
Top Comparisons
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns15.28%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns15.28%
ICICI Prudential Long Term Bond Fund - Growth
3Y Returns8.16%
SBI Long Duration Fund - Regular Plan - Growth
3Y Returns0%
Franklin India Corporate Debt Fund - Growth
3Y Returns7.87%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns7.66%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns16.4%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns20.07%