UTI vs Edelweiss Flexi Cap Fund compare

Link copied to clipboard!

tortoise-icon UTI - Flexi Cap Fund-Growth Option

Invest Now

tortoise-icon Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI - Flexi Cap Fund-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Fund UTI - Flexi Cap Fund-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹25698 Cr ₹2138 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Aug 2005 05 Jan 2015
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 8% 49%
Expense Ratio 1.64 1.99
Manager Ajay Tyagi Trideep Bhattacharya
ISIN Code INF789F01513 INF843K01KN5
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name UTI - Flexi Cap Fund-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month -0.96% 2.6%
6 Month 22.03% 23.96%
1 Year 28.31% 48.76%
3 Year 5.83% 21.46%
5 Year 18.61% 22.91%

SIP Return Analysis

Scheme Name UTI - Flexi Cap Fund-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 9.18% 20.14%
3 Year 16.62% 42.98%
5 Year 43.24% 79.68%

Rolling Lumpsum Returns

Scheme Name UTI - Flexi Cap Fund-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year 18.94% 23.6%
3 Year 35.64% 60.3%
5 Year 49.7% 90.22%

Risk Management

Scheme Name UTI - Flexi Cap Fund-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.38% 12.65%
Sharp 0.18% 1.07%
Beta 0.94% 0.95%
Alpha -7.91% 1.27%

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

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name UTI - Flexi Cap Fund-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Name Ajay Tyagi Trideep Bhattacharya
Total AUM ₹26424 Cr ₹0 Cr
Fund Manage 1 9
UTI - Flexi Cap Fund-Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

UTI - Flexi Cap Fund-Growth Option

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 7.18 4.52
Mid Cap 26.68 21.48
Large Cap 56.65 67.48
Small Cap 9.5 6.52

Sector Allocation

Scheme Name

UTI - Flexi Cap Fund-Growth Option

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 3.76 0.62
Materials 6.71 5.42
Healthcare 11.31 3.63
Financial 23.95 24.63
Technology 11.43 7.45
Consumer Staples 2.9 4.55
Chemicals 3.01 0.3
Automobile 6.45 9.65
Consumer Discretionary 4.95 2.16
Capital Goods 5.83 15
Services 14.51 5.24
Communication 1.9 3.13
Diversified 1.01 -
Metals & Mining 1.36 4.86
Textiles 0.93 -
Energy - 6.26
Construction - 7.1

Top Comparisons

UTI Short Duration Fund - Regular Plan - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option

3Y Returns5.93%

VS

Axis Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option

3Y Returns5.6%

Compare Now

WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option

3Y Returns5.47%

VS

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns5.7%

Compare Now

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns25.26%

VS

Canara Robeco Small Cap Fund - Regular Plan - Growth Option Canara Robeco Small Cap Fund - Regular Plan - Growth Option

3Y Returns27.02%

Compare Now

HSBC Managed Solutions - Growth - Growth HSBC Managed Solutions - Growth - Growth

3Y Returns21.93%

VS

HSBC Managed Solutions - Moderate - Growth HSBC Managed Solutions - Moderate - Growth

3Y Returns16.89%

Compare Now
Request call back
Add to Cart Successfully