UTI vs Edelweiss Flexi Cap Fund compare
UTI Flexi Cap Fund - Growth Option
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹25096 Cr | ₹2376 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 | 1.76% | 2.12% |
6 Month | -2.88% | -5.42% |
1 Year | 9.56% | 3.89% |
3 Year | 14.93% | 22.71% |
5 Year | 19.21% | 24.71% |
SIP Return Analysis
Scheme Name | UTI Flexi Cap Fund - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.44% | 6.82% |
1 Year | 6.17% | 2.92% |
3 Year | 12.99% | 18.43% |
5 Year | 11.65% | 18.43% |
Rolling Lumpsum Returns
Scheme Name | UTI Flexi Cap Fund - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.92% | 13.42% |
3 Year | 13.08% | 15.07% |
5 Year | 14.85% | 14.75% |
Risk Management
Scheme Name | UTI Flexi Cap Fund - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.334% | 14.087% |
Sharp | 0.03% | 0.669% |
Beta | 0.9% | 0.982% |
Alpha | -5.578% | 1.49% |
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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 | 4.19 | 4.82 |
Mid Cap | 23.42 | 21.94 |
Large Cap | 60.78 | 64.14 |
Small Cap | 11.6 | 9.1 |
Sector Allocation
Scheme Name |
UTI Flexi Cap Fund - Growth Option |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.19 | 3.68 |
Industrials | 6.13 | 13.92 |
Technology | 15.25 | 13.38 |
Basic Materials | 6.76 | 3.32 |
Healthcare | 11.29 | 7.13 |
Financial Services | 25.21 | 29.79 |
Consumer Cyclical | 19.16 | 11.36 |
Consumer Defensive | 5.44 | 5.24 |
Communication Services | 6.56 | 3.41 |
Energy | - | 3.64 |
Utilities | - | 3.55 |
Real Estate | - | 1.58 |
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