UTI vs Tata Flexi Cap Fund compare

Link copied to clipboard!

Tata Flexi Cap Fund -Regular Plan-Growth

Invest Now

UTI Flexi Cap Fund - Growth Option

Invest Now

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

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%

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%

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%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

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