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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) ₹25509 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 -0.25% 1.32%
6 Month 9.63% 6.29%
1 Year -0.61% -8.75%
3 Year 11.65% 17.53%
5 Year 15.47% 26.85%

SIP Return Analysis

Scheme Name UTI Flexi Cap Fund - Growth Option Quant Flexi Cap Fund-Growth
6 Month 1.83% 0.98%
1 Year 10.41% 7.13%
3 Year 12.42% 12.14%
5 Year 10.36% 16.71%

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 12.11% 17.196%
Sharp 0.33% 0.641%
Beta 0.82% 1.114%
Alpha -3.70% 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 16.38 15.95
Mid Cap 19.36 12.9
Large Cap 52.51 60.52
Small Cap 11.74 10.63

Sector Allocation

Scheme Name

UTI Flexi Cap Fund - Growth Option

Quant Flexi Cap Fund-Growth

Others 3.73 14.46
Industrials 6.69 11.09
Technology 14.99 2.25
Communication Services 7.52 1.55
Basic Materials 6.44 2.17
Healthcare 11.08 8.21
Financial Services 23.01 13.52
Consumer Cyclical 20.35 10.56
Consumer Defensive 6.19 5.73
Energy - 16.93
Utilities - 11.51
Real Estate - 2.04

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