UTI vs Edelweiss Flexi Cap Fund compare

UTI vs Edelweiss Flexi Cap Fund compare

Link copied to clipboard!

UTI Flexi Cap Fund - Growth Option

Invest Now

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Invest Now

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)	₹25509 Cr	₹2777 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	4.61%	3.34%
6 Month	15.33%	15.29%
1 Year	-0.56%	-2.86%
3 Year	9.98%	17.17%
5 Year	16.44%	21.81%

SIP Return Analysis

Scheme Name	UTI Flexi Cap Fund - Growth Option	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month	4.91%	4.3%
1 Year	12.43%	9.97%
3 Year	13.61%	17.38%
5 Year	11.21%	17.26%

Rolling Lumpsum Returns

Scheme Name	UTI Flexi Cap Fund - Growth Option	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year	13.78%	12.79%
3 Year	13.1%	15.26%
5 Year	14.88%	14.89%

Risk Management

Scheme Name	UTI Flexi Cap Fund - Growth Option	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.24%	13.56%
Sharp	0.28%	0.74%
Beta	0.82%	0.98%
Alpha	-3.02%	2.34%

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	16.57	7.31
Mid Cap	20.27	23.05
Large Cap	51.8	61.51
Small Cap	11.36	8.13

Sector Allocation

Scheme Name	UTI Flexi Cap Fund - Growth Option	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	3.93	2.1
Industrials	6.5	11.72
Technology	15.1	11.3
Communication Services	7.29	2.57
Basic Materials	6.63	5.8
Healthcare	11.36	7.95
Financial Services	23.94	29.86
Consumer Cyclical	19.56	12.48
Consumer Defensive	5.69	6.11
Energy	-	5.21
Utilities	-	2.87
Real Estate	-	2.03

Top Comparisons

Kotak Credit Risk Fund - Growth

3Y Returns7.04%

VS

DSP Credit Risk Fund - Regular Plan -Growth

3Y Returns14.58%

Compare Now

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns21.54%

VS

Canara Robeco Flexicap Fund - Regular Plan - Growth Option

3Y Returns14.69%

Compare Now

ICICI Prudential Overnight Fund - Growth

3Y Returns6.38%

VS

DSP Overnight Fund - Regular Plan - Growth

3Y Returns6.39%

Compare Now

ICICI Prudential Large Cap Fund - Growth

3Y Returns17.55%

VS

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully