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) | ₹25187 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 | 1.53% | 1.65% |
| 6 Month | 5.71% | 5.1% |
| 1 Year | 4.46% | -2.24% |
| 3 Year | 10.75% | 15.65% |
| 5 Year | 14.4% | 26.46% |
SIP Return Analysis
| Scheme Name | UTI Flexi Cap Fund - Growth Option | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 6 Month | 1.97% | 3.26% |
| 1 Year | 9.17% | 10.74% |
| 3 Year | 12.04% | 12.75% |
| 5 Year | 10.03% | 16.79% |
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 | 12.16% | 17.196% |
| Sharp | 0.38% | 0.641% |
| Beta | 0.83% | 1.114% |
| Alpha | -3.20% | 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 | 16.55 | 21 |
| Mid Cap | 19.26 | 13.33 |
| Large Cap | 52.41 | 57.32 |
| Small Cap | 11.77 | 8.34 |
Sector Allocation
| Scheme Name |
UTI Flexi Cap Fund - Growth Option |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 3.51 | 10.75 |
| Industrials | 6.8 | 11.59 |
| Technology | 14.11 | 3.06 |
| Communication Services | 7.58 | 1.47 |
| Basic Materials | 6.32 | 0 |
| Healthcare | 10.99 | 8.09 |
| Financial Services | 23.78 | 13.19 |
| Consumer Cyclical | 20.97 | 12.32 |
| Consumer Defensive | 5.96 | 5.48 |
| Energy | - | 17.95 |
| Utilities | - | 14.15 |
| Real Estate | - | 1.95 |
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