UTI vs Tata Flexi Cap Fund compare

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)	₹3618 Cr	₹25757 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	0.15%	-1.16%
6 Month	3.75%	2.94%
1 Year	9.99%	6.1%
3 Year	16.34%	11.22%
5 Year	16.11%	13.09%

SIP Return Analysis

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	UTI Flexi Cap Fund - Growth Option
6 Month	1.27%	0.08%
1 Year	12.74%	7.53%
3 Year	14.98%	11.24%
5 Year	14.06%	9.59%

Rolling Lumpsum Returns

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	UTI Flexi Cap Fund - Growth Option
1 Year	12.57%	13.42%
3 Year	15.55%	13.01%
5 Year	15.91%	14.96%

Risk Management

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	UTI Flexi Cap Fund - Growth Option
Standard Deviation	11.4%	12.16%
Sharp	0.87%	0.38%
Beta	0.81%	0.83%
Alpha	1.24%	-3.20%

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	8.09	16.58
Large Cap	65.94	52.25
Mid Cap	11.45	19.46
Small Cap	14.52	11.71

Sector Allocation

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	UTI Flexi Cap Fund - Growth Option
Others	6.32	3.39
Energy	4.89	-
Technology	9.37	14.59
Consumer Cyclical	9.62	20.96
Basic Materials	12.82	6.23
Consumer Defensive	9.58	5.5
Industrials	5.56	6.85
Financial Services	28.95	23.63
Real Estate	4.51	-
Healthcare	5.82	10.83
Communication Services	1.15	8.02
Utilities	1.4	-

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