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) | ₹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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