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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) | ₹85560 Cr | ₹25187 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 | 2.42% | 2.02% |
| 6 Month | 7.7% | 5.71% |
| 1 Year | 10.2% | 4.46% |
| 3 Year | 22.1% | 10.9% |
| 5 Year | 29.36% | 15.11% |
SIP Return Analysis
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.01% | -0.29% |
| 1 Year | 12.68% | 5.02% |
| 3 Year | 19.1% | 10.43% |
| 5 Year | 21.08% | 9.18% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 17.96% | 13.67% |
| 3 Year | 19.22% | 13.05% |
| 5 Year | 18.92% | 14.93% |
Risk Management
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 10.59% | 12.16% |
| Sharp | 1.34% | 0.38% |
| Beta | 0.78% | 0.83% |
| Alpha | 6.79% | -3.20% |
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 | 12.06 | 16.55 |
| Large Cap | 74.74 | 52.41 |
| Small Cap | 9.87 | 11.77 |
| Mid Cap | 3.33 | 19.26 |
Sector Allocation
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 9.24 | 3.51 |
| Technology | 4.98 | 14.11 |
| Consumer Cyclical | 17.25 | 20.97 |
| Industrials | 5.21 | 6.8 |
| Basic Materials | 5.99 | 6.32 |
| Financial Services | 39 | 23.78 |
| Healthcare | 8.73 | 10.99 |
| Real Estate | 2.82 | - |
| Energy | 1.28 | - |
| Communication Services | 2.6 | 7.58 |
| Utilities | 2.23 | - |
| Consumer Defensive | 0.67 | 5.96 |
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