UTI vs DSP Flexi Cap Fund compare

UTI vs DSP Flexi Cap Fund compare

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DSP 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	DSP Flexi Cap Fund - Regular Plan - Growth	UTI Flexi Cap Fund - Growth Option
Fund	DSP 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)	₹11911 Cr	₹25187 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	07 Jun 2007	01 Aug 2005
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	29%	8%
Expense Ratio	1.74	1.69
Manager	Rohit Singhania	Ajay Tyagi
ISIN Code	INF740K01037	INF789F01513
Exits Load	DSP 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	DSP Flexi Cap Fund - Regular Plan - Growth	UTI Flexi Cap Fund - Growth Option
1 Month	1.91%	2.02%
6 Month	6.46%	5.71%
1 Year	1.77%	4.46%
3 Year	17.24%	10.9%
5 Year	19.86%	15.11%

SIP Return Analysis

Scheme Name	DSP Flexi Cap Fund - Regular Plan - Growth	UTI Flexi Cap Fund - Growth Option
6 Month	0.42%	-0.19%
1 Year	6.77%	4.82%
3 Year	13.52%	10.56%
5 Year	13.9%	9.18%

Rolling Lumpsum Returns

Scheme Name	DSP Flexi Cap Fund - Regular Plan - Growth	UTI Flexi Cap Fund - Growth Option
1 Year	11.55%	13.67%
3 Year	14.5%	13.05%
5 Year	14.73%	14.93%

Risk Management

Scheme Name	DSP Flexi Cap Fund - Regular Plan - Growth	UTI Flexi Cap Fund - Growth Option
Standard Deviation	12.95%	12.16%
Sharp	0.80%	0.38%
Beta	0.93%	0.83%
Alpha	1.55%	-3.20%

Fund Managers

Scheme Name	DSP Flexi Cap Fund - Regular Plan - Growth	UTI Flexi Cap Fund - Growth Option
Name	Rohit Singhania	Ajay Tyagi
Total AUM	₹46862 Cr	₹26424 Cr
Funds Managed	7	1
	DSP Flexi Cap Fund - Regular Plan - Growth	UTI Flexi Cap Fund - Growth Option

Market Cap

Scheme Name	DSP Flexi Cap Fund - Regular Plan - Growth	UTI Flexi Cap Fund - Growth Option
Others	12.24	16.55
Large Cap	52.45	52.41
Small Cap	18.72	11.77
Mid Cap	16.59	19.26

Sector Allocation

Scheme Name	DSP Flexi Cap Fund - Regular Plan - Growth	UTI Flexi Cap Fund - Growth Option
Others	1.27	3.51
Technology	8.8	14.11
Financial Services	41.12	23.78
Energy	3.04	-
Consumer Defensive	6.37	5.96
Basic Materials	8.46	6.32
Healthcare	9.92	10.99
Industrials	7.55	6.8
Consumer Cyclical	9.01	20.97
Communication Services	3.29	7.58
Utilities	1.08	-
Real Estate	0.1	-

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