UTI vs Edelweiss Flexi Cap Fund compare

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tortoise-icon UTI Flexi Cap Fund - Growth Option

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

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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 Average 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 08 May 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 -4.55% -5.91%
6 Month 11.08% 9.27%
1 Year 19.67% 35.5%
3 Year 4.16% 16.44%
5 Year 15.83% 19.88%

SIP Return Analysis

Scheme Name UTI Flexi Cap Fund - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 19.24% 26.47%
3 Year 14.54% 26.17%
5 Year 15.43% 24.24%

Rolling Lumpsum Returns

Scheme Name UTI Flexi Cap Fund - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year 13.92% 13.52%
3 Year 13.31% 14.74%
5 Year 14.78% 13.61%

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 0.03% 1.01%
Beta 0.93% 0.98%
Alpha -8.06% 2.49%

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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

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