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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) | ₹5075 Cr | ₹25685 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 | -2.34% | -0.14% |
| 6 Month | 17.33% | 12.66% |
| 1 Year | -3.37% | 0.17% |
| 3 Year | 19.23% | 10.44% |
| 5 Year | 20.22% | 15.36% |
SIP Return Analysis
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 1.41% | 2.02% |
| 1 Year | 3.47% | 5.39% |
| 3 Year | 16.74% | 11.93% |
| 5 Year | 16.87% | 10.54% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 15.03% | 13.78% |
| 3 Year | 13.18% | 13.1% |
| 5 Year | 14.01% | 14.88% |
Risk Management
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 14.07% | 12.32% |
| Sharp | 0.93% | 0.38% |
| Beta | 0.99% | 0.82% |
| Alpha | 3.15% | -3.58% |
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 | 6.24 | 16.57 |
| Large Cap | 52.36 | 51.8 |
| Small Cap | 22.27 | 11.36 |
| Mid Cap | 19.13 | 20.27 |
Sector Allocation
| Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 1.51 | 3.93 |
| Energy | 4.37 | - |
| Industrials | 14.51 | 6.5 |
| Technology | 11.87 | 15.1 |
| Consumer Cyclical | 13.9 | 19.56 |
| Consumer Defensive | 5.05 | 5.69 |
| Basic Materials | 8.39 | 6.63 |
| Financial Services | 27.84 | 23.94 |
| Healthcare | 4.83 | 11.36 |
| Real Estate | 2.12 | - |
| Utilities | 2.43 | - |
| Communication Services | 3.19 | 7.29 |
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