UTI vs HDFC Flexi Cap Fund compare

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HDFC Flexi Cap Fund - Growth Plan

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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)	₹79585 Cr	₹26325 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

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	UTI Flexi Cap Fund - Growth Option
1 Month	-2.25%	-2.49%
6 Month	7.68%	4.69%
1 Year	4.75%	2.41%
3 Year	22.63%	10.36%
5 Year	28.42%	16.86%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	UTI Flexi Cap Fund - Growth Option
6 Month	4.29%	4.78%
1 Year	10.07%	6.88%
3 Year	21.9%	13.29%
5 Year	23.6%	11.6%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	UTI Flexi Cap Fund - Growth Option
1 Year	18.14%	13.78%
3 Year	19.11%	13.1%
5 Year	18.88%	14.88%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	UTI Flexi Cap Fund - Growth Option
Standard Deviation	11.91%	13.53%
Sharp	1.58%	0.67%
Beta	0.82%	0.87%
Alpha	7.20%	-3.36%

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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

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	UTI Flexi Cap Fund - Growth Option
Others	13.15	16.82
Large Cap	73.72	52.06
Mid Cap	3.36	19.93
Small Cap	9.77	11.19

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	UTI Flexi Cap Fund - Growth Option
Others	10.4	3.87
Communication Services	3.16	7.11
Energy	1.02	-
Technology	4.64	15.49
Consumer Cyclical	16.6	19.4
Industrials	5.03	6.5
Basic Materials	5.41	6.67
Financial Services	39.69	24.66
Real Estate	2.62	-
Healthcare	8.64	10.52
Consumer Defensive	0.76	5.78
Utilities	2.03	-