UTI vs DSP Flexi Cap Fund compare

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tortoise-icon DSP Flexi Cap Fund - Regular Plan - Growth

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tortoise-icon 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 DSP Flexi Cap Fund - Regular Plan - Growth UTI - Flexi Cap Fund-Growth Option
Fund DSP 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) ₹11394 Cr ₹25698 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 29 Apr 1997 05 Aug 2005
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 29% 8%
Expense Ratio 1.75 1.64
Manager Rohit Singhania Ajay Tyagi
ISIN Code INF740K01037 INF789F01513
Exits Load Exit load of 1% if redeemed less than 12 months/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name DSP Flexi Cap Fund - Regular Plan - Growth UTI - Flexi Cap Fund-Growth Option
1 Month 8.29% 3.27%
6 Month 24.92% 20.4%
1 Year 38.15% 27.51%
3 Year 16.2% 8.68%
5 Year 22.97% 19.19%

SIP Return Analysis

Scheme Name DSP Flexi Cap Fund - Regular Plan - Growth UTI - Flexi Cap Fund-Growth Option
6 Month - -
1 Year 15.67% 9.18%
3 Year 35.82% 16.62%
5 Year 68.24% 43.24%

Rolling Lumpsum Returns

Scheme Name DSP Flexi Cap Fund - Regular Plan - Growth UTI - Flexi Cap Fund-Growth Option
1 Year 21.81% 18.94%
3 Year 52.07% 35.64%
5 Year 76.75% 49.7%

Risk Management

Scheme Name DSP Flexi Cap Fund - Regular Plan - Growth UTI - Flexi Cap Fund-Growth Option
Standard Deviation 13.45% 13.38%
Sharp 0.78% 0.26%
Beta 0.98% 0.95%
Alpha -2.45% -9.23%

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Fund Managers

Scheme Name DSP Flexi Cap Fund - Regular Plan - Growth UTI - Flexi Cap Fund-Growth Option
Name Rohit Singhania Ajay Tyagi
Total AUM ₹46862 Cr ₹26424 Cr
Fund Manage 7 1
DSP Flexi Cap Fund - Regular Plan - Growth UTI - Flexi Cap Fund-Growth Option

Market Cap

Scheme Name

DSP Flexi Cap Fund - Regular Plan - Growth

UTI - Flexi Cap Fund-Growth Option

Large Cap 53.59 56.65
Mid Cap 27.27 26.68
Small Cap 17.71 9.5
Others 1.45 7.18

Sector Allocation

Scheme Name

DSP Flexi Cap Fund - Regular Plan - Growth

UTI - Flexi Cap Fund-Growth Option

Financial 33.04 23.95
Automobile 8.06 6.45
Capital Goods 11.17 5.83
Technology 7.43 11.43
Communication 2.56 1.9
Services 2.5 14.51
Consumer Staples 4.31 2.9
Healthcare 6.78 11.31
Energy 4.83 -
Diversified 1.98 1.01
Chemicals 3.34 3.01
Consumer Discretionary 1.93 4.95
Materials 3.9 6.71
Metals & Mining 3.9 1.36
Others 1.45 3.76
Construction 0.97 -
Insurance 0.95 -
Textiles 0.92 0.93

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