UTI vs Quant Flexi Cap Fund compare
UTI Flexi Cap Fund - Growth Option
Quant Flexi Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | UTI Flexi Cap Fund - Growth Option | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Fund | UTI Flexi Cap Fund - Growth Option | Quant Flexi Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹25575 Cr | ₹6829 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Aug 2005 | 20 Oct 2008 |
| 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 | 1.78 |
| Manager | Ajay Tyagi | Sanjeev Sharma |
| ISIN Code | INF789F01513 | INF966L01457 |
| 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 | Quant Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Flexi Cap Fund - Growth Option | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Month | -1.77% | -3.2% |
| 6 Month | -1.9% | -2.09% |
| 1 Year | 4.98% | 6.34% |
| 3 Year | 11.95% | 14.76% |
| 5 Year | 8.92% | 20.52% |
SIP Return Analysis
| Scheme Name | UTI Flexi Cap Fund - Growth Option | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 6 Month | -1.73% | 0.46% |
| 1 Year | 1.9% | 4.5% |
| 3 Year | 8.17% | 8.9% |
| 5 Year | 7.84% | 13.71% |
Rolling Lumpsum Returns
| Scheme Name | UTI Flexi Cap Fund - Growth Option | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Year | 13.29% | 9.4% |
| 3 Year | 12.94% | 16.01% |
| 5 Year | 14.92% | 17.84% |
Risk Management
| Scheme Name | UTI Flexi Cap Fund - Growth Option | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.38% | 15.83% |
| Sharp | 0.49% | 0.62% |
| Beta | 0.83% | 1.19% |
| Alpha | -3.12% | -2.68% |
Fund Managers
| Scheme Name | UTI Flexi Cap Fund - Growth Option | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Name | Ajay Tyagi | Sanjeev Sharma |
| Total AUM | ₹26424 Cr | ₹39731 Cr |
| Funds Managed | 1 | 22 |
| UTI Flexi Cap Fund - Growth Option | Quant Flexi Cap Fund-Growth |
Market Cap
| Scheme Name |
UTI Flexi Cap Fund - Growth Option |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 16.48 | 11.91 |
| Mid Cap | 19.77 | 12.92 |
| Large Cap | 52.62 | 67.05 |
| Small Cap | 11.14 | 8.12 |
Sector Allocation
| Scheme Name |
UTI Flexi Cap Fund - Growth Option |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 3.21 | 11.91 |
| Industrials | 6.74 | - |
| Technology | 15.13 | - |
| Communication Services | 8 | - |
| Basic Materials | 6.13 | - |
| Healthcare | 10.69 | - |
| Financial Services | 23.97 | - |
| Consumer Cyclical | 20.99 | - |
| Consumer Defensive | 5.13 | - |
| Petroleum Products | - | 10.3 |
| Construction | - | 4.19 |
| Finance | - | 7.73 |
| Pharmaceuticals & Biotechnology | - | 6.83 |
| Banks | - | 2.22 |
| IT - Software | - | 2.03 |
| Insurance | - | 6.24 |
| IT - Services | - | 0.3 |
| Consumer Services | - | 0.75 |
| Food Products | - | 3.67 |
| Power | - | 14.29 |
| Realty | - | 1.95 |
| Metals & Minerals Trading | - | 6.15 |
| Entertainment | - | 1.54 |
| Diversified | - | 2.76 |
| Auto Components | - | 6.96 |
| Transport Infrastructure | - | 4.94 |
| Automobiles | - | 3.16 |
| Textiles & Apparels | - | 2.08 |
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