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) | ₹7365 Cr | ₹25509 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 | 2.76% | 4.37% |
6 Month | 16.49% | 15.75% |
1 Year | -0.61% | 0.31% |
3 Year | 15.19% | 11.28% |
5 Year | 18.86% | 16% |
SIP Return Analysis
Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|
6 Month | 4.13% | 4.91% |
1 Year | 12.69% | 12.43% |
3 Year | 15.53% | 13.61% |
5 Year | 14.98% | 11.21% |
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 | 11.65% | 12.24% |
Sharp | 0.62% | 0.28% |
Beta | 0.84% | 0.82% |
Alpha | 0.66% | -3.02% |
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 | 8.65 | 16.38 |
Large Cap | 72.04 | 52.51 |
Mid Cap | 9.16 | 19.36 |
Small Cap | 10.14 | 11.74 |
Sector Allocation
Scheme Name |
BANDHAN Flexi Cap Fund - Regular Plan - Growth |
UTI Flexi Cap Fund - Growth Option |
---|---|---|
Others | 5.06 | 3.73 |
Communication Services | 3 | 7.52 |
Energy | 5.32 | - |
Technology | 11.65 | 14.99 |
Consumer Cyclical | 14.4 | 20.35 |
Consumer Defensive | 5.59 | 6.19 |
Industrials | 5.16 | 6.69 |
Basic Materials | 5.75 | 6.44 |
Healthcare | 5.38 | 11.08 |
Financial Services | 35.61 | 23.01 |
Utilities | 3.08 | - |
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