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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) | ₹5227 Cr | ₹24903 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 | -2.79% | -4.4% |
| 6 Month | -0.65% | -4.74% |
| 1 Year | 9.77% | 2.87% |
| 3 Year | 19.25% | 11.18% |
| 5 Year | 16.39% | 9.15% |
SIP Return Analysis
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | -4.91% | -6.95% |
| 1 Year | -2.45% | -9.01% |
| 3 Year | 10.32% | 4.86% |
| 5 Year | 13.3% | 6.15% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 14.4% | 13.27% |
| 3 Year | 13.63% | 12.93% |
| 5 Year | 14.22% | 14.9% |
Risk Management
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.4% | 13.38% |
| Sharp | 0.97% | 0.49% |
| Beta | 1.02% | 0.83% |
| Alpha | 2.37% | -3.12% |
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 | 13.54 | 16.07 |
| Large Cap | 48.99 | 52.99 |
| Mid Cap | 17.49 | 19.62 |
| Small Cap | 19.97 | 11.31 |
Sector Allocation
| Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 2.01 | 3.24 |
| Energy | 3.98 | - |
| Industrials | 13.88 | 6.82 |
| Technology | 13.14 | 14.14 |
| Consumer Cyclical | 12.04 | 21.41 |
| Consumer Defensive | 6.07 | 5.12 |
| Basic Materials | 6.22 | 6.06 |
| Financial Services | 30.29 | 24.03 |
| Healthcare | 5.17 | 10.85 |
| Real Estate | 1.64 | - |
| Utilities | 2.88 | - |
| Communication Services | 2.69 | 8.31 |
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