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) | ₹25187 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 | -0.21% | 2.59% |
| 6 Month | 3.97% | 4.51% |
| 1 Year | 6.2% | 4.14% |
| 3 Year | 10.46% | 15.96% |
| 5 Year | 13.26% | 26.1% |
SIP Return Analysis
| Scheme Name | UTI Flexi Cap Fund - Growth Option | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 6 Month | 0.05% | 2.07% |
| 1 Year | 7.06% | 9.11% |
| 3 Year | 10.97% | 11.72% |
| 5 Year | 9.38% | 15.98% |
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 | 21 |
| Mid Cap | 19.46 | 13.33 |
| Large Cap | 52.25 | 57.32 |
| Small Cap | 11.71 | 8.34 |
Sector Allocation
| Scheme Name |
UTI Flexi Cap Fund - Growth Option |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 3.39 | 10.75 |
| Industrials | 6.85 | 11.59 |
| Technology | 14.59 | 3.06 |
| Communication Services | 8.02 | 1.47 |
| Basic Materials | 6.23 | 0 |
| Healthcare | 10.83 | 8.09 |
| Financial Services | 23.63 | 13.19 |
| Consumer Cyclical | 20.96 | 12.32 |
| Consumer Defensive | 5.5 | 5.48 |
| Energy | - | 17.95 |
| Utilities | - | 14.15 |
| Real Estate | - | 1.95 |
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