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) | ₹992 Cr | ₹992 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 | 2.25 | 2.25 | 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 | 0.8% | 0.8% | 3.39% |
6 Month | -12.48% | -12.48% | -1.68% |
1 Year | -1.46% | -1.46% | 12.8% |
3 Year | 11.37% | 11.37% | 9.09% |
5 Year | 15.33% | 15.33% | 18.94% |
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 | -3.74% | -3.74% | 1.86% |
1 Year | -15.65% | -15.65% | 1.66% |
3 Year | 9.73% | 9.73% | 12.43% |
5 Year | 11.49% | 11.49% | 11.92% |
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 | 10.8% | 10.8% | 14.12% |
3 Year | 9.48% | 9.48% | 13.17% |
5 Year | 9.99% | 9.99% | 14.82% |
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% | 14.334% |
Sharp | 0.26% | 0.26% | 0.03% |
Beta | 0.96% | 0.96% | 0.9% |
Alpha | -2.86% | -2.86% | -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 | 7.76 | 7.76 | 4.19 |
Large Cap | 31.83 | 31.83 | 60.78 |
Mid Cap | 12.53 | 12.53 | 23.42 |
Small Cap | 47.88 | 47.88 | 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 | 5.31 | 5.31 | 4.19 |
Technology | 5.94 | 5.94 | 15.25 |
Consumer Defensive | 9.18 | 9.18 | 5.44 |
Financial Services | 20.63 | 20.63 | 25.21 |
Basic Materials | 9.9 | 9.9 | 6.76 |
Industrials | 16.4 | 16.4 | 6.13 |
Consumer Cyclical | 16.26 | 16.26 | 19.16 |
Utilities | 5.21 | 5.21 | - |
Healthcare | 6.83 | 6.83 | 11.29 |
Communication Services | 2.13 | 2.13 | 6.56 |
Energy | 0 | 0 | - |
Real Estate | 2.21 | 2.21 | - |
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