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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) | ₹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 | 2.87% | 3.39% |
| 6 Month | -6.07% | -1.68% |
| 1 Year | 6.51% | 12.8% |
| 3 Year | 16.64% | 9.09% |
| 5 Year | 23.26% | 18.94% |
SIP Return Analysis
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | -0.51% | 1.86% |
| 1 Year | -6.44% | 1.66% |
| 3 Year | 17.85% | 12.43% |
| 5 Year | 17.91% | 11.92% |
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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