UTI vs Tata Flexi Cap Fund compare

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Tata Flexi Cap Fund -Regular Plan-Growth

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UTI Flexi Cap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3263 Cr	₹25434 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

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	UTI Flexi Cap Fund - Growth Option
1 Month	3.81%	3.64%
6 Month	7.52%	1.45%
1 Year	7.77%	7.15%
3 Year	19.91%	15.15%
5 Year	19.51%	18.75%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	UTI Flexi Cap Fund - Growth Option
6 Month	10.98%	8.79%
1 Year	17.58%	11.2%
3 Year	19.99%	14.83%
5 Year	17.23%	12.65%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	UTI Flexi Cap Fund - Growth Option
1 Year	13.43%	13.92%
3 Year	15.32%	13.08%
5 Year	15.31%	14.85%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	UTI Flexi Cap Fund - Growth Option
Standard Deviation	11.4%	13.97%
Sharp	0.88%	0.43%
Beta	0.8%	0.88%
Alpha	0.89%	-4.00%

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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

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	UTI Flexi Cap Fund - Growth Option
Others	6.85	10.65
Large Cap	57.85	57.79
Mid Cap	13.74	20.06
Small Cap	21.56	11.5

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	UTI Flexi Cap Fund - Growth Option
Others	5.27	3.89
Petroleum Products	4.57	-
Cement & Cement Products	6.97	-
Personal Products	2.92	-
Construction	4.2	-
Finance	9.76	-
Ferrous Metals	2.54	-
Consumer Durables	4.38	-
Non - Ferrous Metals	0.87	-
Insurance	1.32	-
Banks	22.69	-
Realty	2.33	-
Agricultural, Commercial & Construction Vehicles	1.43	-
Pharmaceuticals & Biotechnology	2.66	-
Telecom - Services	1.34	-
Diversified FMCG	2.31	-
Retailing	4.46	-
Food Products	2.93	-
Leisure Services	1.13	-
Transport Services	0.34	-
Auto Components	2.91	-
Healthcare Services	1.9	-
IT - Software	4.05	-
Automobiles	3.02	-
Fertilizers & Agrochemicals	0.56	-
Transport Infrastructure	1.32	-
Capital Markets	1.82	-
Industrials	-	6.65
Technology	-	15.22
Basic Materials	-	6.75
Healthcare	-	10.88
Financial Services	-	24.92
Consumer Cyclical	-	19.14
Consumer Defensive	-	5.65
Communication Services	-	6.89