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)	₹12371 Cr	₹25575 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	-0.62%	-2.1%
6 Month	3.5%	0.87%
1 Year	2.52%	-0.36%
3 Year	17.05%	10.94%
5 Year	15.91%	10.66%

SIP Return Analysis

Scheme Name	DSP Flexi Cap Fund - Regular Plan - Growth	UTI Flexi Cap Fund - Growth Option
6 Month	1.93%	-0.44%
1 Year	12.16%	6.99%
3 Year	14.21%	10.24%
5 Year	14.28%	8.96%

Rolling Lumpsum Returns

Scheme Name	DSP Flexi Cap Fund - Regular Plan - Growth	UTI Flexi Cap Fund - Growth Option
1 Year	11.28%	13.36%
3 Year	14.63%	12.96%
5 Year	14.92%	14.94%

Risk Management

Scheme Name	DSP Flexi Cap Fund - Regular Plan - Growth	UTI Flexi Cap Fund - Growth Option
Standard Deviation	13.45%	13.38%
Sharp	0.84%	0.44%
Beta	0.93%	0.84%
Alpha	1.65%	-3.07%

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	10.62	16.48
Large Cap	55.34	52.62
Small Cap	16.05	11.14
Mid Cap	17.99	19.77

Sector Allocation

Scheme Name	DSP Flexi Cap Fund - Regular Plan - Growth	UTI Flexi Cap Fund - Growth Option
Others	1.62	3.21
Technology	9.98	15.13
Financial Services	40.34	23.97
Energy	4.01	-
Consumer Defensive	5.75	5.13
Basic Materials	7.77	6.13
Healthcare	9.01	10.69
Industrials	7.04	6.74
Consumer Cyclical	8.45	20.99
Communication Services	4.89	8
Utilities	1.04	-
Real Estate	0.1	-

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