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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) | ₹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 | 4.45% | 3.39% |
| 6 Month | -0.59% | -1.68% |
| 1 Year | 10.06% | 12.8% |
| 3 Year | 14.63% | 9.09% |
| 5 Year | 19.22% | 18.94% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 4.52% | 1.86% |
| 1 Year | 4.49% | 1.66% |
| 3 Year | 16.92% | 12.43% |
| 5 Year | 15.74% | 11.92% |
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 | 0.45% | 0.03% |
| Beta | 0.8% | 0.9% |
| Alpha | - | -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 | 3.13 | 4.19 |
| Large Cap | 58.34 | 60.78 |
| Mid Cap | 14.68 | 23.42 |
| Small Cap | 23.85 | 11.6 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 3.02 | 4.19 |
| Energy | 4.28 | - |
| Basic Materials | 9.55 | 6.76 |
| Consumer Defensive | 9.62 | 5.44 |
| Industrials | 7.26 | 6.13 |
| Financial Services | 40.02 | 25.21 |
| Healthcare | 7.59 | 11.29 |
| Technology | 5.01 | 15.25 |
| Communication Services | 1.35 | 6.56 |
| Consumer Cyclical | 11.56 | 19.16 |
| Real Estate | 0.75 | - |
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