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UTI vs HDFC Flexi Cap Fund compare

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tortoise-icon HDFC Flexi Cap Fund - Growth Plan

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tortoise-icon UTI Flexi Cap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Flexi Cap Fund - Growth Plan UTI Flexi Cap Fund - Growth Option
Fund HDFC Flexi Cap Fund - Growth Plan UTI Flexi Cap Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹65967 Cr ₹25096 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Jan 1995 01 Aug 2005
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 42.17% 8%
Expense Ratio 1.42 1.69
Manager Dhruv Muchhal Ajay Tyagi
ISIN Code INF179K01608 INF789F01513
Exits Load HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Flexi Cap Fund - Growth Plan UTI Flexi Cap Fund - Growth Option
1 Month 3.7% 4.36%
6 Month 6.39% 3.07%
1 Year 16.8% 14.49%
3 Year 27.2% 14.14%
5 Year 33.44% 21.67%

SIP Return Analysis

Scheme Name HDFC Flexi Cap Fund - Growth Plan UTI Flexi Cap Fund - Growth Option
6 Month 7.08% 5.1%
1 Year 12.79% 6.9%
3 Year 24.45% 13.79%
5 Year 25.27% 12.3%

Rolling Lumpsum Returns

Scheme Name HDFC Flexi Cap Fund - Growth Plan UTI Flexi Cap Fund - Growth Option
1 Year 18.75% 14.12%
3 Year 18.86% 13.17%
5 Year 18.67% 14.82%

Risk Management

Scheme Name HDFC Flexi Cap Fund - Growth Plan UTI Flexi Cap Fund - Growth Option
Standard Deviation 12.345% 14.334%
Sharp 1.134% 0.03%
Beta 0.834% 0.9%
Alpha 8.405% -5.578%

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Fund Managers

Scheme Name HDFC Flexi Cap Fund - Growth Plan UTI Flexi Cap Fund - Growth Option
Name Dhruv Muchhal Ajay Tyagi
Total AUM ₹520687 Cr ₹26424 Cr
Funds Managed 40 1
HDFC Flexi Cap Fund - Growth Plan UTI Flexi Cap Fund - Growth Option

Market Cap

Scheme Name

HDFC Flexi Cap Fund - Growth Plan

UTI Flexi Cap Fund - Growth Option

Others 12.44 4.19
Large Cap 72.89 60.78
Mid Cap 4.37 23.42
Small Cap 10.31 11.6

Sector Allocation

Scheme Name

HDFC Flexi Cap Fund - Growth Plan

UTI Flexi Cap Fund - Growth Option

Others 10.1 4.19
Communication Services 4.33 6.56
Energy 0.19 -
Technology 5.99 15.25
Industrials 4.87 6.13
Basic Materials 4.67 6.76
Financial Services 38.64 25.21
Healthcare 10.33 11.29
Consumer Cyclical 15.43 19.16
Real Estate 2.97 -
Consumer Defensive 1.33 5.44
Utilities 1.14 -

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