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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) | ₹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 | -1.58% | 0.32% |
| 6 Month | 10.62% | 13.29% |
| 1 Year | -1.73% | -3.28% |
| 3 Year | 11.21% | 19.16% |
| 5 Year | 14.75% | 21.16% |
SIP Return Analysis
| Scheme Name | UTI Flexi Cap Fund - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.83% | 2.81% |
| 1 Year | 10.41% | 11.92% |
| 3 Year | 12.42% | 16.85% |
| 5 Year | 10.36% | 16.87% |
Rolling Lumpsum Returns
| Scheme Name | UTI Flexi Cap Fund - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.67% | 12.27% |
| 3 Year | 13.05% | 15.42% |
| 5 Year | 14.93% | 15.05% |
Risk Management
| Scheme Name | UTI Flexi Cap Fund - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.11% | 13.35% |
| Sharp | 0.33% | 0.84% |
| Beta | 0.82% | 0.99% |
| Alpha | -3.70% | 2.04% |
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 | 16.38 | 7 |
| Mid Cap | 19.36 | 23.26 |
| Large Cap | 52.51 | 60.85 |
| Small Cap | 11.74 | 8.9 |
Sector Allocation
| Scheme Name |
UTI Flexi Cap Fund - Growth Option |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.73 | 1.93 |
| Industrials | 6.69 | 11.85 |
| Technology | 14.99 | 12.16 |
| Communication Services | 7.52 | 2.53 |
| Basic Materials | 6.44 | 5.83 |
| Healthcare | 11.08 | 7.61 |
| Financial Services | 23.01 | 28.68 |
| Consumer Cyclical | 20.35 | 13.44 |
| Consumer Defensive | 6.19 | 6.24 |
| Energy | - | 4.99 |
| Utilities | - | 2.8 |
| Real Estate | - | 1.94 |
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