UTI vs Edelweiss Flexi Cap Fund compare
UTI Flexi Cap Fund - Growth Option
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹25096 Cr | ₹2376 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 01 Aug 2005 | 03 Feb 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 | 1.69 | 1.96 |
Manager | Ajay Tyagi | Trideep Bhattacharya |
ISIN Code | INF789F01513 | INF843K01KN5 |
Exits Load | UTI Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Flexi Cap Fund - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -1.62% | -4.15% |
6 Month | -6.25% | -11.25% |
1 Year | 10.17% | 8.59% |
3 Year | 6.94% | 14.95% |
5 Year | 12.99% | 16.91% |
SIP Return Analysis
Scheme Name | UTI Flexi Cap Fund - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -0.75% | -8.65% |
3 Year | 9.9% | 15.91% |
5 Year | 11.88% | 18.39% |
Rolling Lumpsum Returns
Scheme Name | UTI Flexi Cap Fund - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.12% | 14.04% |
3 Year | 13.17% | 14.98% |
5 Year | 14.82% | 14.22% |
Risk Management
Scheme Name | UTI Flexi Cap Fund - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.037% | 14.087% |
Sharp | 0.083% | 0.669% |
Beta | 0.918% | 0.982% |
Alpha | -6.197% | 1.49% |
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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 | 4.36 | 4.52 |
Mid Cap | 30.05 | 21.48 |
Large Cap | 54.79 | 67.48 |
Small Cap | 10.77 | 6.52 |
Sector Allocation
Scheme Name |
UTI Flexi Cap Fund - Growth Option |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.36 | 0.62 |
Industrial Products | 4.31 | - |
IT - Software | 12.79 | - |
Personal Products | 0.51 | - |
Consumer Durables | 9.69 | - |
Chemicals & Petrochemicals | 1.94 | - |
Pharmaceuticals & Biotechnology | 7.33 | - |
Banks | 17.04 | - |
Automobiles | 2.87 | - |
Electrical Equipment | 0.3 | - |
Cement & Cement Products | 1.21 | - |
Auto Components | 3.47 | - |
Healthcare Services | 3.55 | - |
Retailing | 14.57 | - |
Agricultural Food & other Products | 0.9 | - |
Healthcare Equipment & Supplies | 1.75 | - |
Finance | 5.59 | - |
Food Products | 0.98 | - |
Leisure Services | 1.34 | - |
Telecom - Services | 2.06 | - |
Diversified | 0.98 | - |
Fertilizers & Agrochemicals | 1.49 | - |
Textiles & Apparels | 0.94 | - |
Energy | - | 6.26 |
Technology | - | 7.45 |
Consumer Staples | - | 4.55 |
Construction | - | 7.1 |
Financial | - | 24.63 |
Metals & Mining | - | 4.86 |
Healthcare | - | 3.63 |
Automobile | - | 9.65 |
Capital Goods | - | 15 |
Communication | - | 3.13 |
Materials | - | 5.42 |
Consumer Discretionary | - | 2.16 |
Services | - | 5.24 |
Chemicals | - | 0.3 |
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