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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) ₹25757 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 -1.47% 0.36%
6 Month 3.23% 3.4%
1 Year 6.04% 7.01%
3 Year 11.23% 16.44%
5 Year 12.58% 25.81%

SIP Return Analysis

Scheme Name UTI Flexi Cap Fund - Growth Option Quant Flexi Cap Fund-Growth
6 Month -0.43% 2.23%
1 Year 6.75% 10.26%
3 Year 11.26% 12.95%
5 Year 9.73% 16.8%

Rolling Lumpsum Returns

Scheme Name UTI Flexi Cap Fund - Growth Option Quant Flexi Cap Fund-Growth
1 Year 13.42% 9.9%
3 Year 13.01% 16.04%
5 Year 14.96% 17.68%

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 16.58 18.96
Mid Cap 19.46 13.51
Large Cap 52.25 59.12
Small Cap 11.71 8.42

Sector Allocation

Scheme Name

UTI Flexi Cap Fund - Growth Option

Quant Flexi Cap Fund-Growth

Others 3.39 9.29
Industrials 6.85 11.94
Technology 14.59 3.1
Communication Services 8.02 1.55
Basic Materials 6.23 -
Healthcare 10.83 8.2
Financial Services 23.63 12.72
Consumer Cyclical 20.96 12.19
Consumer Defensive 5.5 5.31
Energy - 18.53
Utilities - 15.14
Real Estate - 2.03

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