UTI vs Parag Parikh Flexi Cap Fund Regular compare
UTI Flexi Cap Fund - Growth Option
Parag Parikh Flexi Cap Fund Regular-Growth
Chart Comparison
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 | -0.02% | 0.96% |
| 6 Month | 3.82% | 4.83% |
| 1 Year | 5.19% | 8.04% |
| 3 Year | 10.62% | 20.76% |
| 5 Year | 13.51% | 21.1% |
SIP Return Analysis
| Scheme Name | UTI Flexi Cap Fund - Growth Option | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | 0.05% | 1.54% |
| 1 Year | 7.06% | 10.74% |
| 3 Year | 10.97% | 17.67% |
| 5 Year | 9.38% | 17.76% |
Rolling Lumpsum Returns
| Scheme Name | UTI Flexi Cap Fund - Growth Option | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Year | 13.42% | 17.46% |
| 3 Year | 13.01% | 18.53% |
| 5 Year | 14.96% | 18.42% |
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 | 16.58 | 35.58 |
| Mid Cap | 19.46 | 1.04 |
| Large Cap | 52.25 | 60.6 |
| Small Cap | 11.71 | 2.78 |
Sector Allocation
| Scheme Name |
UTI Flexi Cap Fund - Growth Option |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 3.39 | 22.17 |
| Industrials | 6.85 | 0.18 |
| Technology | 14.59 | 6.24 |
| Communication Services | 8.02 | 9.96 |
| Basic Materials | 6.23 | 0.7 |
| Healthcare | 10.83 | 4.13 |
| Financial Services | 23.63 | 28 |
| Consumer Cyclical | 20.96 | 10.31 |
| Consumer Defensive | 5.5 | 5.49 |
| Energy | - | 6.04 |
| Real Estate | - | 0.72 |
| Utilities | - | 6.05 |
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