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UTI vs Quant Flexi Cap Fund compare

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tortoise-icon UTI Flexi Cap Fund - Growth Option

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tortoise-icon 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) ₹24903 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 -3.96% -6.25%
6 Month -4.82% -5.99%
1 Year 0.12% -1.95%
3 Year 11.07% 13.47%
5 Year 8.45% 19.75%

SIP Return Analysis

Scheme Name UTI Flexi Cap Fund - Growth Option Quant Flexi Cap Fund-Growth
6 Month -3.43% -2.23%
1 Year -0.46% 0.76%
3 Year 7.49% 7.91%
5 Year 7.55% 13.2%

Rolling Lumpsum Returns

Scheme Name UTI Flexi Cap Fund - Growth Option Quant Flexi Cap Fund-Growth
1 Year 13.27% 9.35%
3 Year 12.93% 15.99%
5 Year 14.9% 17.86%

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 16.07 22.78
Mid Cap 19.62 10.84
Large Cap 52.99 58.07
Small Cap 11.31 8.31

Sector Allocation

Scheme Name

UTI Flexi Cap Fund - Growth Option

Quant Flexi Cap Fund-Growth

Others 3.24 12.06
Industrials 6.82 12.18
Technology 14.14 2.03
Communication Services 8.31 1.54
Basic Materials 6.06 -
Healthcare 10.85 6.84
Financial Services 24.03 16.2
Consumer Cyclical 21.41 12.95
Consumer Defensive 5.12 3.67
Energy - 16.31
Utilities - 14.28
Real Estate - 1.95

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