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)	₹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

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	UTI Flexi Cap Fund - Growth Option
1 Month	3.45%	1.76%
6 Month	-5.07%	-2.88%
1 Year	5.76%	9.56%
3 Year	23.83%	14.93%
5 Year	24.43%	19.21%

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	UTI Flexi Cap Fund - Growth Option
6 Month	9.3%	6.44%
1 Year	6.94%	6.17%
3 Year	20.43%	12.99%
5 Year	19.04%	11.65%

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	UTI Flexi Cap Fund - Growth Option
1 Year	15.33%	13.92%
3 Year	13.05%	13.08%
5 Year	13.9%	14.85%

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

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