UTI vs Quant Flexi Cap Fund compare

UTI vs Quant Flexi Cap Fund compare

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UTI Flexi Cap Fund - Growth Option

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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)	₹25575 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	-1.27%	0.08%
6 Month	-0.28%	2.67%
1 Year	1.82%	4.07%
3 Year	12.15%	17.55%
5 Year	10.55%	22.5%

SIP Return Analysis

Scheme Name	UTI Flexi Cap Fund - Growth Option	Quant Flexi Cap Fund-Growth
6 Month	-2.37%	0.24%
1 Year	2.49%	7.4%
3 Year	9.47%	11.53%
5 Year	8.71%	15.66%

Rolling Lumpsum Returns

Scheme Name	UTI Flexi Cap Fund - Growth Option	Quant Flexi Cap Fund-Growth
1 Year	13.36%	9.56%
3 Year	12.96%	16.01%
5 Year	14.94%	17.77%

Risk Management

Scheme Name	UTI Flexi Cap Fund - Growth Option	Quant Flexi Cap Fund-Growth
Standard Deviation	13.38%	17.196%
Sharp	0.44%	0.641%
Beta	0.84%	1.114%
Alpha	-3.07%	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	16.48	22.78
Mid Cap	19.77	10.84
Large Cap	52.62	58.07
Small Cap	11.14	8.31

Sector Allocation

Scheme Name	UTI Flexi Cap Fund - Growth Option	Quant Flexi Cap Fund-Growth
Others	3.21	12.06
Industrials	6.74	12.18
Technology	15.13	2.03
Communication Services	8	1.54
Basic Materials	6.13	-
Healthcare	10.69	6.84
Financial Services	23.97	16.2
Consumer Cyclical	20.99	12.95
Consumer Defensive	5.13	3.67
Energy	-	16.31
Utilities	-	14.28
Real Estate	-	1.95

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