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)	₹3476 Cr	₹25187 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	1.41%	1.53%
6 Month	6.49%	5.71%
1 Year	5.91%	4.46%
3 Year	15.84%	10.75%
5 Year	16.95%	14.4%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	UTI Flexi Cap Fund - Growth Option
6 Month	2.72%	1.97%
1 Year	13.91%	9.17%
3 Year	15.52%	12.04%
5 Year	14.38%	10.03%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	UTI Flexi Cap Fund - Growth Option
1 Year	12.92%	13.67%
3 Year	15.49%	13.05%
5 Year	15.78%	14.93%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	UTI Flexi Cap Fund - Growth Option
Standard Deviation	11.4%	12.16%
Sharp	0.83%	0.38%
Beta	0.81%	0.83%
Alpha	0.8%	-3.20%

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	4.29	16.55
Large Cap	62.72	52.41
Mid Cap	16.39	19.26
Small Cap	16.6	11.77

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	UTI Flexi Cap Fund - Growth Option
Others	2.47	3.51
Petroleum Products	3.92	-
IT - Software	9.47	-
Retailing	6.19	-
Cement & Cement Products	6.96	-
Personal Products	3.09	-
Construction	3.88	-
Finance	8.86	-
Ferrous Metals	2.71	-
Consumer Durables	3.81	-
Non - Ferrous Metals	1.32	-
Insurance	1.24	-
Banks	20.25	-
Realty	2.72	-
Agricultural, Commercial & Construction Vehicles	2.83	-
Pharmaceuticals & Biotechnology	1.93	-
Telecom - Services	1.13	-
Diversified FMCG	2.89	-
Food Products	3.02	-
Leisure Services	1.09	-
Transport Services	0.2	-
Healthcare Services	1.92	-
Auto Components	2.31	-
Automobiles	3.23	-
Transport Infrastructure	1.21	-
Capital Markets	1.35	-
Industrials	-	6.8
Technology	-	14.11
Communication Services	-	7.58
Basic Materials	-	6.32
Healthcare	-	10.99
Financial Services	-	23.78
Consumer Cyclical	-	20.97
Consumer Defensive	-	5.96