UTI vs LIC MF Flexi Cap Fund compare
LIC MF Flexi Cap Fund-Growth
LIC MF Flexi Cap Fund-Regular Plan-Growth
UTI Flexi Cap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|---|
Fund | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹980 Cr | ₹980 Cr | ₹25096 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹1000 |
Launch Date | 13 Jan 1993 | 13 Jan 1993 | 01 Aug 2005 |
Category | Flexi Cap | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | % | 109% | 8% |
Expense Ratio | 2.31 | 2.31 | 1.69 |
Manager | Jaiprakash Toshniwal | Jaiprakash Toshniwal | Ajay Tyagi |
ISIN Code | INF767K01071 | INF767K01071 | INF789F01513 |
Exits Load | LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|---|
1 Month | 5.09% | 5.09% | 1.76% |
6 Month | -8.82% | -8.82% | -2.88% |
1 Year | -2.06% | -2.06% | 9.56% |
3 Year | 17.09% | 17.09% | 14.93% |
5 Year | 17.33% | 17.33% | 19.21% |
SIP Return Analysis
Scheme Name | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|---|
6 Month | 6.25% | 6.25% | 6.44% |
1 Year | -2.36% | -2.36% | 6.17% |
3 Year | 12.18% | 12.18% | 12.99% |
5 Year | 12.72% | 12.72% | 11.65% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|---|
1 Year | 10.53% | 10.53% | 13.92% |
3 Year | 9.62% | 9.62% | 13.08% |
5 Year | 10.06% | 10.06% | 14.85% |
Risk Management
Scheme Name | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|---|
Standard Deviation | 14.15% | 14.15% | 14.334% |
Sharp | 0.62% | 0.62% | 0.03% |
Beta | 0.96% | 0.96% | 0.9% |
Alpha | -2.8% | -2.8% | -5.578% |
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Fund Managers
Scheme Name | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|---|
Name | Jaiprakash Toshniwal | Jaiprakash Toshniwal | Ajay Tyagi |
Total AUM | ₹2153 Cr | ₹2153 Cr | ₹26424 Cr |
Funds Managed | 3 | 3 | 1 |
LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
Market Cap
Scheme Name |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
UTI Flexi Cap Fund - Growth Option |
---|---|---|---|
Others | 2.23 | 2.23 | 4.19 |
Large Cap | 36.47 | 36.47 | 60.78 |
Mid Cap | 11.73 | 11.73 | 23.42 |
Small Cap | 49.58 | 49.58 | 11.6 |
Sector Allocation
Scheme Name |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
UTI Flexi Cap Fund - Growth Option |
---|---|---|---|
Others | 2.23 | 2.23 | 4.19 |
IT - Software | 5.4 | 5.4 | - |
IT - Services | 1.53 | 1.53 | - |
Personal Products | 0.91 | 0.91 | - |
Diversified FMCG | 2.47 | 2.47 | - |
Finance | 7.89 | 7.89 | - |
Non - Ferrous Metals | 0.94 | 0.94 | - |
Banks | 15.02 | 15.02 | - |
Industrial Products | 4.45 | 4.45 | - |
Chemicals & Petrochemicals | 1.93 | 1.93 | - |
Consumer Durables | 2.73 | 2.73 | - |
Auto Components | 2.87 | 2.87 | - |
Gas | 1.39 | 1.39 | - |
Pharmaceuticals & Biotechnology | 6.87 | 6.87 | - |
Textiles & Apparels | 5.55 | 5.55 | - |
Other Utilities | 4.79 | 4.79 | - |
Media | 0.45 | 0.45 | - |
Commercial Services & Supplies | 1.89 | 1.89 | - |
Electrical Equipment | 5.35 | 5.35 | - |
Insurance | 0.69 | 0.69 | - |
Automobiles | 3.46 | 3.46 | - |
Agricultural Food & other Products | 2.64 | 2.64 | - |
Leisure Services | 2.93 | 2.93 | - |
Power | 4.31 | 4.31 | - |
Transport Services | 3.14 | 3.14 | - |
Industrial Manufacturing | 1.25 | 1.25 | - |
Healthcare Services | 0.89 | 0.89 | - |
Beverages | 2.35 | 2.35 | - |
Household Products | 0.98 | 0.98 | - |
Realty | 1.37 | 1.37 | - |
Retailing | 1.34 | 1.34 | - |
Industrials | - | - | 6.13 |
Technology | - | - | 15.25 |
Basic Materials | - | - | 6.76 |
Healthcare | - | - | 11.29 |
Financial Services | - | - | 25.21 |
Consumer Cyclical | - | - | 19.16 |
Consumer Defensive | - | - | 5.44 |
Communication Services | - | - | 6.56 |
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