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) | ₹1828 Cr | ₹1828 Cr | ₹24903 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹200 | ₹200 | ₹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 | -4% | -4% | -4.43% |
| 6 Month | -1.24% | -1.24% | -5.94% |
| 1 Year | 2.71% | 2.71% | 2.63% |
| 3 Year | 14.88% | 14.88% | 11.09% |
| 5 Year | 11.68% | 11.68% | 8.65% |
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 | -0.71% | -0.71% | -3.43% |
| 1 Year | 11.1% | 11.1% | -0.46% |
| 3 Year | 10.18% | 10.18% | 7.49% |
| 5 Year | 11.57% | 11.57% | 7.55% |
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 | 10.75% | 10.75% | 13.27% |
| 3 Year | 11.65% | 11.65% | 12.93% |
| 5 Year | 10.85% | 10.85% | 14.9% |
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 | 11.99% | 11.99% | 13.38% |
| Sharp | 0.73% | 0.73% | 0.49% |
| Beta | 0.99% | 0.99% | 0.83% |
| Alpha | -0.58% | -0.58% | -3.12% |
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 | 7.4 | 7.4 | 16.07 |
| Mid Cap | 23.4 | 23.4 | 19.62 |
| Large Cap | 31.74 | 31.74 | 52.99 |
| Small Cap | 37.46 | 37.46 | 11.31 |
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 | 2.19 | 2.19 | 3.24 |
| Financial Services | 29.43 | 29.43 | 24.03 |
| Technology | 10.09 | 10.09 | 14.14 |
| Communication Services | 2.72 | 2.72 | 8.31 |
| Healthcare | 10.52 | 10.52 | 10.85 |
| Industrials | 19.1 | 19.1 | 6.82 |
| Consumer Defensive | 8.01 | 8.01 | 5.12 |
| Basic Materials | 6.22 | 6.22 | 6.06 |
| Consumer Cyclical | 8.59 | 8.59 | 21.41 |
| Real Estate | 3.14 | 3.14 | - |
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