- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹25685 Cr | ₹2768 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 | -0.14% | -0.9% |
| 6 Month | 12.66% | 13.46% |
| 1 Year | 0.17% | -4.62% |
| 3 Year | 10.44% | 17.76% |
| 5 Year | 15.36% | 20.57% |
SIP Return Analysis
| Scheme Name | UTI Flexi Cap Fund - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.02% | 0.94% |
| 1 Year | 5.39% | 1.81% |
| 3 Year | 11.93% | 15.54% |
| 5 Year | 10.54% | 16.58% |
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 | 12.32% | 13.58% |
| Sharp | 0.38% | 0.86% |
| Beta | 0.82% | 0.98% |
| Alpha | -3.58% | 1.76% |
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
Invesco India Corporate Bond Fund - Growth
3Y Returns7.27%
UTI Corporate Bond Fund - Regular Plan - Growth Option
3Y Returns7.36%
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
3Y Returns6.74%
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns9.73%
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option
3Y Returns6.62%
Sundaram Banking and PSU Fund - Regular Plan - Growth
3Y Returns7.26%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.65%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.3%
