UTI vs Edelweiss Flexi Cap Fund compare

UTI vs Edelweiss Flexi Cap Fund compare

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UTI Flexi Cap Fund - Growth Option

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Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name	UTI Flexi Cap Fund - Growth Option	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Fund	UTI Flexi Cap Fund - Growth Option	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹25575 Cr	₹3006 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	01 Aug 2005	03 Feb 2015
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	8%	49%
Expense Ratio	1.69	1.96
Manager	Ajay Tyagi	Trideep Bhattacharya
ISIN Code	INF789F01513	INF843K01KN5
Exits Load	UTI Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	UTI Flexi Cap Fund - Growth Option	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month	-1.31%	-0.01%
6 Month	0.76%	5.4%
1 Year	-1.21%	0.38%
3 Year	10.98%	18.07%
5 Year	11.45%	18.82%

SIP Return Analysis

Scheme Name	UTI Flexi Cap Fund - Growth Option	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month	-0.44%	2.94%
1 Year	6.99%	16.07%
3 Year	10.24%	16.28%
5 Year	8.96%	16.39%

Rolling Lumpsum Returns

Scheme Name	UTI Flexi Cap Fund - Growth Option	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year	13.39%	11.77%
3 Year	12.98%	15.56%
5 Year	14.95%	15.2%

Risk Management

Scheme Name	UTI Flexi Cap Fund - Growth Option	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.18%	13.34%
Sharp	0.36%	0.82%
Beta	0.84%	0.99%
Alpha	-2.80%	2.43%

Fund Managers

Scheme Name	UTI Flexi Cap Fund - Growth Option	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Name	Ajay Tyagi	Trideep Bhattacharya
Total AUM	₹26424 Cr	₹0 Cr
Funds Managed	1	9
	UTI Flexi Cap Fund - Growth Option	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	UTI Flexi Cap Fund - Growth Option	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	16.48	8.56
Mid Cap	19.77	25.42
Large Cap	52.62	57.26
Small Cap	11.14	8.76

Sector Allocation

Scheme Name	UTI Flexi Cap Fund - Growth Option	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	3.21	2.01
Industrials	6.74	11.1
Technology	15.13	10.83
Communication Services	8	2.54
Basic Materials	6.13	6.66
Healthcare	10.69	6.99
Financial Services	23.97	31.68
Consumer Cyclical	20.99	13.16
Consumer Defensive	5.13	6.01
Energy	-	4.76
Real Estate	-	1.81
Utilities	-	2.46

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