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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) | ₹5169 Cr | ₹26325 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 | -2.62% | -2% |
| 6 Month | 5.54% | 2.76% |
| 1 Year | 4.18% | 5.46% |
| 3 Year | 19.46% | 10.08% |
| 5 Year | 22.01% | 16.64% |
SIP Return Analysis
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 6.28% | 4.27% |
| 1 Year | 4.87% | 3.94% |
| 3 Year | 18.18% | 11.92% |
| 5 Year | 17.64% | 10.62% |
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 | 1.00% | 0.87% |
| Alpha | 3.02% | -3.36% |
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 | 16.82 |
| Large Cap | 52.36 | 52.06 |
| Small Cap | 22.27 | 11.19 |
| Mid Cap | 19.13 | 19.93 |
Sector Allocation
| Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 1.51 | 3.87 |
| Energy | 4.37 | - |
| Industrials | 14.51 | 6.5 |
| Technology | 11.87 | 15.49 |
| Consumer Cyclical | 13.9 | 19.4 |
| Consumer Defensive | 5.05 | 5.78 |
| Basic Materials | 8.39 | 6.67 |
| Financial Services | 27.84 | 24.66 |
| Healthcare | 4.83 | 10.52 |
| Real Estate | 2.12 | - |
| Utilities | 2.43 | - |
| Communication Services | 3.19 | 7.11 |
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