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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) ₹81936 Cr ₹25509 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 2.46% 3.53%
6 Month 15.39% 15.48%
1 Year 5.14% -0.67%
3 Year 21.69% 10.11%
5 Year 28.11% 15.81%

SIP Return Analysis

Scheme Name HDFC Flexi Cap Fund - Growth Plan UTI Flexi Cap Fund - Growth Option
6 Month 4.4% 4.91%
1 Year 15.32% 12.43%
3 Year 21.37% 13.61%
5 Year 22.57% 11.21%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name HDFC Flexi Cap Fund - Growth Plan UTI Flexi Cap Fund - Growth Option
Standard Deviation 11.22% 12.24%
Sharp 1.23% 0.28%
Beta 0.81% 0.82%
Alpha 7.42% -3.02%

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 11.84 16.57
Large Cap 74.89 51.8
Mid Cap 3.41 20.27
Small Cap 9.86 11.36

Sector Allocation

Scheme Name

HDFC Flexi Cap Fund - Growth Plan

UTI Flexi Cap Fund - Growth Option
Others 9.03 3.93
Communication Services 2.93 7.29
Energy 0.93 -
Technology 4.85 15.1
Consumer Cyclical 16.85 19.56
Industrials 4.88 6.5
Basic Materials 5.94 6.63
Financial Services 40.06 23.94
Real Estate 2.69 -
Healthcare 9.05 11.36
Utilities 2.09 -
Consumer Defensive 0.71 5.69

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