UTI vs Parag Parikh Flexi Cap Fund Regular compare

UTI vs Parag Parikh Flexi Cap Fund Regular compare

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UTI Flexi Cap Fund - Growth Option

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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)	₹25509 Cr	₹115040 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	3.53%	1.57%
6 Month	15.48%	12.49%
1 Year	-0.67%	7.4%
3 Year	10.11%	20.24%
5 Year	15.81%	22.51%

SIP Return Analysis

Scheme Name	UTI Flexi Cap Fund - Growth Option	Parag Parikh Flexi Cap Fund Regular-Growth
6 Month	4.91%	3.8%
1 Year	12.43%	12.17%
3 Year	13.61%	19.77%
5 Year	11.21%	19.03%

Rolling Lumpsum Returns

Scheme Name	UTI Flexi Cap Fund - Growth Option	Parag Parikh Flexi Cap Fund Regular-Growth
1 Year	13.78%	17.67%
3 Year	13.1%	18.2%
5 Year	14.88%	18.13%

Risk Management

Scheme Name	UTI Flexi Cap Fund - Growth Option	Parag Parikh Flexi Cap Fund Regular-Growth
Standard Deviation	12.24%	8.90%
Sharp	0.28%	1.40%
Beta	0.82%	0.59%
Alpha	-3.02%	7.74%

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	16.57	33.71
Mid Cap	20.27	1.18
Large Cap	51.8	61.79
Small Cap	11.36	3.32

Sector Allocation

Scheme Name	UTI Flexi Cap Fund - Growth Option	Parag Parikh Flexi Cap Fund Regular-Growth
Others	3.93	21.16
Industrials	6.5	0.19
Technology	15.1	6.85
Communication Services	7.29	9.91
Basic Materials	6.63	0.61
Healthcare	11.36	4.32
Financial Services	23.94	28.42
Consumer Cyclical	19.56	10.55
Consumer Defensive	5.69	5.29
Energy	-	6.18
Utilities	-	5.99
Real Estate	-	0.54

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