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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Month | 2.07% | 2.08% |
| 6 Month | 7.18% | 6.28% |
| 1 Year | 6.08% | 4.81% |
| 3 Year | 16.09% | 10.9% |
| 5 Year | 17.29% | 14.81% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 0.46% | -0.19% |
| 1 Year | 9.49% | 4.82% |
| 3 Year | 14.08% | 10.56% |
| 5 Year | 13.55% | 9.18% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.4% | 12.16% |
| Sharp | 0.83% | 0.38% |
| Beta | 0.81% | 0.83% |
| Alpha | 0.8% | -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 | 4.3 | 16.55 |
| Large Cap | 62.48 | 52.41 |
| Mid Cap | 15.26 | 19.26 |
| Small Cap | 17.95 | 11.77 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 2.48 | 3.51 |
| Energy | 3.92 | - |
| Technology | 9.46 | 14.11 |
| Consumer Cyclical | 11.73 | 20.97 |
| Basic Materials | 13.32 | 6.32 |
| Consumer Defensive | 11.56 | 5.96 |
| Industrials | 8.12 | 6.8 |
| Financial Services | 31.7 | 23.78 |
| Real Estate | 2.72 | - |
| Healthcare | 3.85 | 10.99 |
| Communication Services | 1.13 | 7.58 |
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