UTI vs Quant Flexi Cap Fund compare

UTI vs Quant Flexi Cap Fund compare

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UTI Flexi Cap Fund - Growth Option

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Quant Flexi Cap Fund-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	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	4.61%	2.96%
6 Month	15.33%	10.37%
1 Year	-0.56%	-12.32%
3 Year	9.98%	15.26%
5 Year	16.44%	26.47%

SIP Return Analysis

Scheme Name	UTI Flexi Cap Fund - Growth Option	Quant Flexi Cap Fund-Growth
6 Month	4.91%	0.87%
1 Year	12.43%	3.05%
3 Year	13.61%	12.42%
5 Year	11.21%	17.25%

Rolling Lumpsum Returns

Scheme Name	UTI Flexi Cap Fund - Growth Option	Quant Flexi Cap Fund-Growth
1 Year	13.78%	10.27%
3 Year	13.1%	16.04%
5 Year	14.88%	17.5%

Risk Management

Scheme Name	UTI Flexi Cap Fund - Growth Option	Quant Flexi Cap Fund-Growth
Standard Deviation	12.24%	17.196%
Sharp	0.28%	0.641%
Beta	0.82%	1.114%
Alpha	-3.02%	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	16.57	14.13
Mid Cap	20.27	14.67
Large Cap	51.8	57.07
Small Cap	11.36	14.13

Sector Allocation

Scheme Name	UTI Flexi Cap Fund - Growth Option	Quant Flexi Cap Fund-Growth
Others	3.93	11.51
Industrials	6.5	10.98
Technology	15.1	1.47
Communication Services	7.29	1.53
Basic Materials	6.63	3.92
Healthcare	11.36	8.53
Financial Services	23.94	13.41
Consumer Cyclical	19.56	10.85
Consumer Defensive	5.69	6.77
Energy	-	16.8
Utilities	-	12.16
Real Estate	-	2.07

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