UTI vs HSBC Flexi Cap Fund compare

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HSBC Flexi Cap Fund - Regular Growth

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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	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)	₹5049 Cr	₹25187 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

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	UTI Flexi Cap Fund - Growth Option
1 Month	0.28%	-0.24%
6 Month	11.69%	8.69%
1 Year	0.58%	2.06%
3 Year	21.04%	11.9%
5 Year	21.19%	15.6%

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	UTI Flexi Cap Fund - Growth Option
6 Month	2.44%	2.39%
1 Year	13.14%	11.43%
3 Year	18.08%	13.05%
5 Year	17.47%	10.8%

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	UTI Flexi Cap Fund - Growth Option
1 Year	14.77%	13.67%
3 Year	13.32%	13.05%
5 Year	14.1%	14.93%

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	UTI Flexi Cap Fund - Growth Option
Standard Deviation	13.97%	12.11%
Sharp	0.91%	0.33%
Beta	1.01%	0.82%
Alpha	3.32%	-3.70%

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

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	UTI Flexi Cap Fund - Growth Option
Others	7.02	16.55
Large Cap	52.87	52.41
Small Cap	21.8	11.77
Mid Cap	18.31	19.26

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	UTI Flexi Cap Fund - Growth Option
Others	1.85	3.51
Energy	4.08	-
Industrials	13.04	6.8
Technology	14.06	14.11
Consumer Cyclical	14.28	20.97
Consumer Defensive	5.83	5.96
Basic Materials	8.66	6.32
Financial Services	26.17	23.78
Healthcare	4.94	10.99
Real Estate	1.87	-
Utilities	2.09	-
Communication Services	3.12	7.58