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UTI vs Parag Parikh Flexi Cap Fund Regular compare

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tortoise-icon UTI Flexi Cap Fund - Growth Option

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tortoise-icon Parag Parikh Flexi Cap Fund Regular-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI Flexi Cap Fund - Growth Option Parag Parikh Flexi Cap Fund Regular-Growth
Fund UTI Flexi Cap Fund - Growth Option Parag Parikh Flexi Cap Fund Regular-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹25187 Cr ₹119723 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Aug 2005 24 May 2013
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 8% %
Expense Ratio 1.69 1.33
Manager Ajay Tyagi Rajeev Thakkar
ISIN Code INF789F01513 INF879O01019
Exits Load UTI Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Parag Parikh Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name UTI Flexi Cap Fund - Growth Option Parag Parikh Flexi Cap Fund Regular-Growth
1 Month 2.08% 1.91%
6 Month 6.28% 7.01%
1 Year 4.81% 9.12%
3 Year 10.9% 21.64%
5 Year 14.81% 22.6%

SIP Return Analysis

Scheme Name UTI Flexi Cap Fund - Growth Option Parag Parikh Flexi Cap Fund Regular-Growth
6 Month 1.97% 2.87%
1 Year 9.17% 12.22%
3 Year 12.04% 18.34%
5 Year 10.03% 18.22%

Rolling Lumpsum Returns

Scheme Name UTI Flexi Cap Fund - Growth Option Parag Parikh Flexi Cap Fund Regular-Growth
1 Year 13.67% 17.56%
3 Year 13.05% 18.44%
5 Year 14.93% 18.24%

Risk Management

Scheme Name UTI Flexi Cap Fund - Growth Option Parag Parikh Flexi Cap Fund Regular-Growth
Standard Deviation 12.16% 8.40%
Sharp 0.38% 1.57%
Beta 0.83% 0.56%
Alpha -3.20% 7.86%

Fund Managers

Scheme Name UTI Flexi Cap Fund - Growth Option Parag Parikh Flexi Cap Fund Regular-Growth
Name Ajay Tyagi Rajeev Thakkar
Total AUM ₹26424 Cr ₹0 Cr
Funds Managed 1 5
UTI Flexi Cap Fund - Growth Option Parag Parikh Flexi Cap Fund Regular-Growth

Market Cap

Scheme Name

UTI Flexi Cap Fund - Growth Option

Parag Parikh Flexi Cap Fund Regular-Growth

Others 16.55 35.58
Mid Cap 19.26 1.04
Large Cap 52.41 60.6
Small Cap 11.77 2.78

Sector Allocation

Scheme Name

UTI Flexi Cap Fund - Growth Option

Parag Parikh Flexi Cap Fund Regular-Growth

Others 3.51 22.17
Industrials 6.8 0.18
Technology 14.11 6.24
Communication Services 7.58 9.96
Basic Materials 6.32 0.7
Healthcare 10.99 4.13
Financial Services 23.78 28
Consumer Cyclical 20.97 10.31
Consumer Defensive 5.96 5.49
Energy - 6.04
Real Estate - 0.72
Utilities - 6.05

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