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UTI vs Tata Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
UTI Flexi Cap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Fund | Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3394 Cr | ₹25509 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Sep 2018 | 01 Aug 2005 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 69.17% | 8% |
| Expense Ratio | 1.94 | 1.69 |
| Manager | Amey Sathe | Ajay Tyagi |
| ISIN Code | INF277K019K2 | INF789F01513 |
| Exits Load | Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Month | 4.4% | 4.37% |
| 6 Month | 17.26% | 15.75% |
| 1 Year | 2.11% | 0.31% |
| 3 Year | 15.61% | 11.28% |
| 5 Year | 17.21% | 16% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 3.96% | 4.91% |
| 1 Year | 14.67% | 12.43% |
| 3 Year | 16.67% | 13.61% |
| 5 Year | 15% | 11.21% |
Rolling Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 13.08% | 13.78% |
| 3 Year | 15.55% | 13.1% |
| 5 Year | 15.57% | 14.88% |
Risk Management
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.4% | 12.24% |
| Sharp | 0.75% | 0.28% |
| Beta | 0.8% | 0.82% |
| Alpha | 1.17% | -3.02% |
Fund Managers
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Name | Amey Sathe | Ajay Tyagi |
| Total AUM | ₹11910 Cr | ₹26424 Cr |
| Funds Managed | 4 | 1 |
| Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
Market Cap
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 4.9 | 16.38 |
| Large Cap | 61.8 | 52.51 |
| Mid Cap | 14.91 | 19.36 |
| Small Cap | 18.39 | 11.74 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 3.18 | 3.73 |
| Energy | 4 | - |
| Technology | 9.83 | 14.99 |
| Basic Materials | 13.11 | 6.44 |
| Consumer Defensive | 12.23 | 6.19 |
| Industrials | 8.05 | 6.69 |
| Financial Services | 31.2 | 23.01 |
| Real Estate | 2.63 | - |
| Healthcare | 4.34 | 11.08 |
| Communication Services | 1.14 | 7.52 |
| Consumer Cyclical | 10.3 | 20.35 |
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