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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) | ₹94069 Cr | ₹25575 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 | -1.36% | -2.6% |
| 6 Month | 4.81% | -0.35% |
| 1 Year | 7.83% | -2.35% |
| 3 Year | 20.75% | 10.95% |
| 5 Year | 23.68% | 10.63% |
SIP Return Analysis
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.78% | -0.44% |
| 1 Year | 16.55% | 6.99% |
| 3 Year | 19.5% | 10.24% |
| 5 Year | 20.89% | 8.96% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 19.53% | 13.39% |
| 3 Year | 18.52% | 12.98% |
| 5 Year | 16.6% | 14.95% |
Risk Management
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 10.52% | 13.38% |
| Sharp | 1.24% | 0.44% |
| Beta | 0.78% | 0.84% |
| Alpha | 6.27% | -3.07% |
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 | 13.81 | 16.48 |
| Large Cap | 74.2 | 52.62 |
| Small Cap | 8.73 | 11.14 |
| Mid Cap | 3.26 | 19.77 |
Sector Allocation
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 11.32 | 3.21 |
| Technology | 5.37 | 15.13 |
| Consumer Cyclical | 15.16 | 20.99 |
| Industrials | 5.03 | 6.74 |
| Basic Materials | 5.2 | 6.13 |
| Financial Services | 40.05 | 23.97 |
| Healthcare | 7.87 | 10.69 |
| Real Estate | 2.49 | - |
| Energy | 1.42 | - |
| Communication Services | 2.61 | 8 |
| Utilities | 2.61 | - |
| Consumer Defensive | 0.88 | 5.13 |
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