UTI vs BANDHAN Flexi Cap Fund compare

UTI vs BANDHAN Flexi Cap Fund compare

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BANDHAN Flexi Cap Fund - Regular Plan - Growth

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UTI Flexi Cap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	1.63%	-1.11%
6 Month	5.33%	2.73%
1 Year	10.81%	6.16%
3 Year	15.53%	11.05%
5 Year	17.3%	12.98%

SIP Return Analysis

Scheme Name	BANDHAN Flexi Cap Fund - Regular Plan - Growth	UTI Flexi Cap Fund - Growth Option
6 Month	2.8%	0.08%
1 Year	15.22%	7.53%
3 Year	15.17%	11.24%
5 Year	14.54%	9.59%

Rolling Lumpsum Returns

Scheme Name	BANDHAN Flexi Cap Fund - Regular Plan - Growth	UTI Flexi Cap Fund - Growth Option
1 Year	12.53%	13.42%
3 Year	15.36%	13.01%
5 Year	16.25%	14.96%

Risk Management

Scheme Name	BANDHAN Flexi Cap Fund - Regular Plan - Growth	UTI Flexi Cap Fund - Growth Option
Standard Deviation	11.63%	12.16%
Sharp	0.72%	0.38%
Beta	0.85%	0.83%
Alpha	0.33%	-3.20%

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	16.58
Large Cap	72.24	52.25
Mid Cap	9.17	19.46
Small Cap	13.24	11.71

Sector Allocation

Scheme Name	BANDHAN Flexi Cap Fund - Regular Plan - Growth	UTI Flexi Cap Fund - Growth Option
Others	2.29	3.39
Communication Services	4.44	8.02
Energy	4.59	-
Technology	11.4	14.59
Consumer Defensive	7.39	5.5
Industrials	5.91	6.85
Basic Materials	8.02	6.23
Healthcare	6.06	10.83
Financial Services	33.78	23.63
Consumer Cyclical	12.62	20.96
Utilities	3.5	-

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