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UTI vs HSBC Flexi Cap Fund compare

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tortoise-icon HSBC Flexi Cap Fund - Regular Growth

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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 HSBC Flexi Cap Fund - Regular Growth UTI Flexi Cap Fund - Growth Option
Fund HSBC Flexi Cap Fund - Regular Growth UTI Flexi Cap Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4680 Cr ₹25096 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 24 Feb 2004 01 Aug 2005
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 27% 8%
Expense Ratio 1.93 1.69
Manager Venugopal Manghat Ajay Tyagi
ISIN Code INF336L01AF5 INF789F01513
Exits Load HSBC 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 HSBC Flexi Cap Fund - Regular Growth UTI Flexi Cap Fund - Growth Option
1 Month 6.56% 5.83%
6 Month -7.4% -2.88%
1 Year 8.87% 13.27%
3 Year 18.62% 11.1%
5 Year 24.29% 19.98%

SIP Return Analysis

Scheme Name HSBC Flexi Cap Fund - Regular Growth UTI Flexi Cap Fund - Growth Option
6 Month -0.94% 0.08%
1 Year -7.88% -2.38%
3 Year 16.33% 10.49%
5 Year 16.77% 10.41%

Rolling Lumpsum Returns

Scheme Name HSBC Flexi Cap Fund - Regular Growth UTI Flexi Cap Fund - Growth Option
1 Year 15.75% 14.12%
3 Year 12.91% 13.17%
5 Year 13.75% 14.82%

Risk Management

Scheme Name HSBC Flexi Cap Fund - Regular Growth UTI Flexi Cap Fund - Growth Option
Standard Deviation 15.323% 14.334%
Sharp 0.455% 0.03%
Beta 1.003% 0.9%
Alpha 0.255% -5.578%

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Fund Managers

Scheme Name HSBC Flexi Cap Fund - Regular Growth UTI Flexi Cap Fund - Growth Option
Name Venugopal Manghat Ajay Tyagi
Total AUM ₹41442 Cr ₹26424 Cr
Funds Managed 7 1
HSBC Flexi Cap Fund - Regular Growth UTI Flexi Cap Fund - Growth Option

Market Cap

Scheme Name

HSBC Flexi Cap Fund - Regular Growth

UTI Flexi Cap Fund - Growth Option

Others 3.71 4.19
Large Cap 51.36 60.78
Small Cap 22.72 11.6
Mid Cap 22.21 23.42

Sector Allocation

Scheme Name

HSBC Flexi Cap Fund - Regular Growth

UTI Flexi Cap Fund - Growth Option

Others 2.43 4.19
Energy 4.88 -
Industrials 14.36 6.13
Technology 13.99 15.25
Consumer Cyclical 12.05 19.16
Consumer Defensive 4.92 5.44
Financial Services 25.6 25.21
Healthcare 6.32 11.29
Basic Materials 8.29 6.76
Real Estate 2.05 -
Utilities 2.24 -
Communication Services 2.85 6.56

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