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UTI vs Edelweiss Flexi Cap Fund compare

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tortoise-icon UTI Flexi Cap Fund - Growth Option

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tortoise-icon 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) ₹25434 Cr ₹2642 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 3.64% 4.4%
6 Month 1.45% 0.51%
1 Year 7.15% 1.86%
3 Year 15.15% 23.26%
5 Year 18.75% 24.2%

SIP Return Analysis

Scheme Name UTI Flexi Cap Fund - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month 8.32% 10.13%
1 Year 10.9% 10.61%
3 Year 14.12% 20.02%
5 Year 12.15% 19.31%

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 13.53% 14.09%
Sharp 0.67% 1.13%
Beta 0.87% 0.98%
Alpha -3.36% 2.02%

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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 10.65 7.06
Mid Cap 20.06 20.23
Large Cap 57.79 65.21
Small Cap 11.5 7.49

Sector Allocation

Scheme Name

UTI Flexi Cap Fund - Growth Option

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 3.89 2.96
Industrials 6.65 11.35
Technology 15.22 11.45
Basic Materials 6.75 5.56
Healthcare 10.88 7.72
Financial Services 24.92 30.24
Consumer Cyclical 19.14 10.55
Consumer Defensive 5.65 6.08
Communication Services 6.89 3.49
Energy - 5.53
Utilities - 3.1
Real Estate - 1.96

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