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UTI vs HSBC Flexi Cap Fund compare
HSBC Flexi Cap Fund - Regular Growth
UTI Flexi Cap Fund - Growth Option
Chart Comparison
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) | ₹5248 Cr | ₹25575 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 | 0.45% | -0.99% |
| 6 Month | 2.4% | 0.43% |
| 1 Year | 1.95% | 2.05% |
| 3 Year | 19.9% | 11.61% |
| 5 Year | 18.02% | 11.09% |
SIP Return Analysis
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | -1.22% | -2.37% |
| 1 Year | 7.36% | 2.49% |
| 3 Year | 14.58% | 9.47% |
| 5 Year | 15.63% | 8.71% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 14.52% | 13.36% |
| 3 Year | 13.58% | 12.96% |
| 5 Year | 14.18% | 14.94% |
Risk Management
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 14.04% | 13.38% |
| Sharp | 0.85% | 0.44% |
| Beta | 1.02% | 0.84% |
| Alpha | 3.20% | -3.07% |
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 | 10.26 | 16.48 |
| Large Cap | 50.11 | 52.62 |
| Mid Cap | 17.46 | 19.77 |
| Small Cap | 22.17 | 11.14 |
Sector Allocation
| Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 2.05 | 3.21 |
| Energy | 3.94 | - |
| Industrials | 14.5 | 6.74 |
| Technology | 14.08 | 15.13 |
| Consumer Cyclical | 12.01 | 20.99 |
| Consumer Defensive | 5.95 | 5.13 |
| Basic Materials | 6.52 | 6.13 |
| Financial Services | 28.71 | 23.97 |
| Healthcare | 4.77 | 10.69 |
| Real Estate | 1.59 | - |
| Utilities | 2.96 | - |
| Communication Services | 2.92 | 8 |
Top Comparisons
HDFC Flexi Cap Fund - Growth Plan
3Y Returns21.7%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns19.46%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
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Axis Equity Savings Fund - Regular Plan - Growth
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Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns16.82%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns21.18%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.32%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.55%
