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UTI vs HDFC Flexi Cap Fund compare
HDFC Flexi Cap Fund - Growth Plan
UTI Flexi Cap Fund - Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Month | 7.24% | 7.45% |
| 6 Month | 4.32% | 1.32% |
| 1 Year | 19.24% | 16.13% |
| 3 Year | 27.13% | 13.81% |
| 5 Year | 32.23% | 20.81% |
SIP Return Analysis
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 3.2% | 0.08% |
| 1 Year | 4.82% | -2.38% |
| 3 Year | 21.66% | 10.49% |
| 5 Year | 23.73% | 10.41% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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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Fund Managers
| 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 |
Market Cap
| 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 |
Sector Allocation
| 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 | - |
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