UTI vs HDFC Flexi Cap Fund compare

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HDFC Flexi Cap Fund - Growth Plan

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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	HDFC Flexi Cap Fund - Growth Plan	UTI Flexi Cap Fund - Growth Option
Fund	HDFC Flexi Cap Fund - Growth Plan	UTI Flexi Cap Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹65967 Cr	₹25096 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	01 Jan 1995	01 Aug 2005
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	42.17%	8%
Expense Ratio	1.42	1.69
Manager	Dhruv Muchhal	Ajay Tyagi
ISIN Code	INF179K01608	INF789F01513
Exits Load	HDFC 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	HDFC Flexi Cap Fund - Growth Plan	UTI Flexi Cap Fund - Growth Option
1 Month	6.44%	5%
6 Month	-6.5%	-10.72%
1 Year	14.98%	11.11%
3 Year	22.56%	7.93%
5 Year	32.49%	20.62%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	UTI Flexi Cap Fund - Growth Option
6 Month	-0.56%	-4.41%
1 Year	2.28%	-4.09%
3 Year	22.29%	10.13%
5 Year	24.88%	11.09%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	UTI Flexi Cap Fund - Growth Option
1 Year	18.75%	14.12%
3 Year	18.86%	13.17%
5 Year	18.67%	14.82%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	UTI Flexi Cap Fund - Growth Option
Standard Deviation	12.345%	14.334%
Sharp	1.134%	0.03%
Beta	0.834%	0.9%
Alpha	8.405%	-5.578%

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Scheme Name	HDFC Flexi Cap Fund - Growth Plan	UTI Flexi Cap Fund - Growth Option
Name	Dhruv Muchhal	Ajay Tyagi
Total AUM	₹520687 Cr	₹26424 Cr
Funds Managed	40	1
	HDFC Flexi Cap Fund - Growth Plan	UTI Flexi Cap Fund - Growth Option

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	UTI Flexi Cap Fund - Growth Option
Others	12.44	4.19
Large Cap	72.89	60.78
Mid Cap	4.37	23.42
Small Cap	10.31	11.6

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	UTI Flexi Cap Fund - Growth Option
Others	10.1	4.19
Communication Services	4.33	6.56
Energy	0.19	-
Technology	5.99	15.25
Industrials	4.87	6.13
Basic Materials	4.67	6.76
Financial Services	38.64	25.21
Healthcare	10.33	11.29
Consumer Cyclical	15.43	19.16
Real Estate	2.97	-
Consumer Defensive	1.33	5.44
Utilities	1.14	-