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)	₹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	-4.05%	-4.85%
6 Month	-5.8%	-3.74%
1 Year	0.52%	2.61%
3 Year	10.8%	15.82%
5 Year	9.41%	21.18%

SIP Return Analysis

Scheme Name	UTI Flexi Cap Fund - Growth Option	Quant Flexi Cap Fund-Growth
6 Month	-1.2%	1.95%
1 Year	3.2%	10%
3 Year	8.25%	10.29%
5 Year	8%	14.59%

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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