UTI vs HDFC Flexi Cap Fund compare
HDFC Flexi Cap Fund - Growth Plan
UTI Flexi Cap Fund - Growth Option
Chart Comparison
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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