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) | ₹4940 Cr | ₹25434 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 | 4.6% | 3.59% |
6 Month | 1.62% | 3.4% |
1 Year | 6.41% | 8.78% |
3 Year | 24.85% | 14.97% |
5 Year | 23.99% | 19.01% |
SIP Return Analysis
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|
6 Month | 12.47% | 8.79% |
1 Year | 13.13% | 11.2% |
3 Year | 22.41% | 14.83% |
5 Year | 20.15% | 12.65% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|
Standard Deviation | 15.36% | 13.97% |
Sharp | 0.89% | 0.43% |
Beta | 1.01% | 0.88% |
Alpha | 2.23% | -4.00% |
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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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