- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹5049 Cr | ₹25187 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 | 0.66% | -0.48% |
| 6 Month | 9.12% | 4.55% |
| 1 Year | 1.7% | 2.54% |
| 3 Year | 19.23% | 10.36% |
| 5 Year | 20.03% | 13.71% |
SIP Return Analysis
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 4% | 1.97% |
| 1 Year | 16.03% | 9.17% |
| 3 Year | 18.35% | 12.04% |
| 5 Year | 17.52% | 10.03% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 14.77% | 13.67% |
| 3 Year | 13.32% | 13.05% |
| 5 Year | 14.1% | 14.93% |
Risk Management
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 13.99% | 12.16% |
| Sharp | 0.92% | 0.38% |
| Beta | 1.01% | 0.83% |
| Alpha | 3.40% | -3.20% |
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 | 7.44 | 16.58 |
| Large Cap | 52.75 | 52.25 |
| Small Cap | 21.79 | 11.71 |
| Mid Cap | 18.02 | 19.46 |
Sector Allocation
| Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 3.08 | 3.39 |
| Energy | 3.9 | - |
| Industrials | 13.85 | 6.85 |
| Technology | 13.36 | 14.59 |
| Consumer Cyclical | 13.4 | 20.96 |
| Consumer Defensive | 6.41 | 5.5 |
| Basic Materials | 6.87 | 6.23 |
| Financial Services | 26.27 | 23.63 |
| Healthcare | 4.93 | 10.83 |
| Real Estate | 1.84 | - |
| Utilities | 3.04 | - |
| Communication Services | 3.06 | 8.02 |
Top Comparisons
Bandhan Small Cap Fund Regular Growth
3Y Returns30.36%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns19.51%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns11.22%
HDFC Balanced Advantage Fund Regular Growth
3Y Returns17.93%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns14.42%
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
3Y Returns15.28%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.49%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns11.91%
