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) | ₹25434 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 | 3.59% | 2.52% |
6 Month | 3.4% | 3.78% |
1 Year | 8.78% | -6.12% |
3 Year | 14.97% | 24.01% |
5 Year | 19.01% | 31.96% |
SIP Return Analysis
Scheme Name | UTI Flexi Cap Fund - Growth Option | Quant Flexi Cap Fund-Growth |
---|---|---|
6 Month | 8.79% | 8.9% |
1 Year | 11.2% | 3.51% |
3 Year | 14.83% | 17.65% |
5 Year | 12.65% | 21.6% |
Rolling Lumpsum Returns
Scheme Name | UTI Flexi Cap Fund - Growth Option | Quant Flexi Cap Fund-Growth |
---|---|---|
1 Year | 13.92% | 10.91% |
3 Year | 13.08% | 15.94% |
5 Year | 14.85% | 17.31% |
Risk Management
Scheme Name | UTI Flexi Cap Fund - Growth Option | Quant Flexi Cap Fund-Growth |
---|---|---|
Standard Deviation | 13.97% | 17.196% |
Sharp | 0.43% | 0.641% |
Beta | 0.88% | 1.114% |
Alpha | -4.00% | 2.062% |
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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 | 4.19 | 13.95 |
Mid Cap | 23.42 | 9.94 |
Large Cap | 60.78 | 63.89 |
Small Cap | 11.6 | 12.21 |
Sector Allocation
Scheme Name |
UTI Flexi Cap Fund - Growth Option |
Quant Flexi Cap Fund-Growth |
---|---|---|
Others | 4.19 | 13.95 |
Industrials | 6.13 | 5.97 |
Technology | 15.25 | - |
Basic Materials | 6.76 | 7.15 |
Healthcare | 11.29 | 6.97 |
Financial Services | 25.21 | 17.71 |
Consumer Cyclical | 19.16 | 7.15 |
Consumer Defensive | 5.44 | 14.11 |
Communication Services | 6.56 | 1.72 |
Energy | - | 13.63 |
Utilities | - | 11.64 |
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