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) | ₹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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