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) | ₹25509 Cr | ₹6829 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
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 | -0.25% | 1.32% |
6 Month | 9.63% | 6.29% |
1 Year | -0.61% | -8.75% |
3 Year | 11.65% | 17.53% |
5 Year | 15.47% | 26.85% |
SIP Return Analysis
Scheme Name | UTI Flexi Cap Fund - Growth Option | Quant Flexi Cap Fund-Growth |
---|---|---|
6 Month | 1.83% | 0.98% |
1 Year | 10.41% | 7.13% |
3 Year | 12.42% | 12.14% |
5 Year | 10.36% | 16.71% |
Rolling Lumpsum Returns
Scheme Name | UTI Flexi Cap Fund - Growth Option | Quant Flexi Cap Fund-Growth |
---|---|---|
1 Year | 13.67% | 9.9% |
3 Year | 13.05% | 16.05% |
5 Year | 14.93% | 17.72% |
Risk Management
Scheme Name | UTI Flexi Cap Fund - Growth Option | Quant Flexi Cap Fund-Growth |
---|---|---|
Standard Deviation | 12.11% | 17.196% |
Sharp | 0.33% | 0.641% |
Beta | 0.82% | 1.114% |
Alpha | -3.70% | 2.062% |
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 | 16.38 | 15.95 |
Mid Cap | 19.36 | 12.9 |
Large Cap | 52.51 | 60.52 |
Small Cap | 11.74 | 10.63 |
Sector Allocation
Scheme Name |
UTI Flexi Cap Fund - Growth Option |
Quant Flexi Cap Fund-Growth |
---|---|---|
Others | 3.73 | 14.46 |
Industrials | 6.69 | 11.09 |
Technology | 14.99 | 2.25 |
Communication Services | 7.52 | 1.55 |
Basic Materials | 6.44 | 2.17 |
Healthcare | 11.08 | 8.21 |
Financial Services | 23.01 | 13.52 |
Consumer Cyclical | 20.35 | 10.56 |
Consumer Defensive | 6.19 | 5.73 |
Energy | - | 16.93 |
Utilities | - | 11.51 |
Real Estate | - | 2.04 |
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