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UTI vs Tata Flexi Cap Fund compare

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tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

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tortoise-icon 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) ₹2886 Cr ₹25096 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 3.07% 3.08%
6 Month 4.99% 1.8%
1 Year 12.37% 13.08%
3 Year 17.83% 13.03%
5 Year 21.33% 20.84%

SIP Return Analysis

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth UTI Flexi Cap Fund - Growth Option
6 Month 7.53% 5.1%
1 Year 10.56% 6.9%
3 Year 18.25% 13.79%
5 Year 16.28% 12.3%

Rolling Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth UTI Flexi Cap Fund - Growth Option
1 Year 14.24% 14.12%
3 Year 15.51% 13.17%
5 Year 15.14% 14.82%

Risk Management

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth UTI Flexi Cap Fund - Growth Option
Standard Deviation 11.4% 14.334%
Sharp 0.68% 0.03%
Beta 0.8% 0.9%
Alpha 0.81% -5.578%

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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 4.43 4.19
Large Cap 59.44 60.78
Mid Cap 13.52 23.42
Small Cap 22.61 11.6

Sector Allocation

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

UTI Flexi Cap Fund - Growth Option

Others 2.95 4.19
Petroleum Products 4.19 -
Cement & Cement Products 6.95 -
Personal Products 3.14 -
Construction 4.2 -
Finance 10.08 -
Ferrous Metals 2.46 -
Consumer Durables 3.64 -
Non - Ferrous Metals 0.69 -
Insurance 2.55 -
Pharmaceuticals & Biotechnology 5.04 -
Banks 23.32 -
Realty 2.13 -
Agricultural, Commercial & Construction Vehicles 1.53 -
Industrial Manufacturing 0.71 -
Telecom - Services 1.29 -
Diversified FMCG 2.49 -
Retailing 4.7 -
Food Products 1.85 -
Leisure Services 1.3 -
Transport Services 0.36 -
Auto Components 2.22 -
Healthcare Services 2.01 -
IT - Software 4.1 -
Automobiles 3.11 -
Transport Infrastructure 1.2 -
Capital Markets 1.79 -
Industrials - 6.13
Technology - 15.25
Basic Materials - 6.76
Healthcare - 11.29
Financial Services - 25.21
Consumer Cyclical - 19.16
Consumer Defensive - 5.44
Communication Services - 6.56

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