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 Risk	Very High Risk
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	-0.56%	-1.62%
6 Month	-3.83%	-6.25%
1 Year	12.29%	10.17%
3 Year	21.78%	6.94%
5 Year	21.93%	12.99%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	UTI Flexi Cap Fund - Growth Option
6 Month	-	-
1 Year	1.67%	-1.07%
3 Year	21.26%	9.56%
5 Year	24.46%	11.47%

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	12.445%	14.037%
Sharp	1.119%	0.083%
Beta	0.876%	0.918%
Alpha	6.835%	-6.197%

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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
Fund Manage	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	9.01	4.36
Large Cap	74.7	54.79
Mid Cap	3.09	30.05
Small Cap	13.2	10.77

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	UTI Flexi Cap Fund - Growth Option
Others	9.01	4.36
Telecom - Services	4.18	2.06
Petroleum Products	0.21	-
IT - Software	7.99	12.79
Construction	1.44	-
Ferrous Metals	1.27	-
Banks	35.11	17.04
Realty	4.35	-
Agricultural, Commercial & Construction Vehicles	0.46	-
Pharmaceuticals & Biotechnology	8.97	7.33
Automobiles	8.29	2.87
Aerospace & Defense	1.23	-
Leisure Services	1.46	1.34
Consumer Durables	1.11	9.69
Healthcare Services	3.34	3.55
Cement & Cement Products	1.27	1.21
Insurance	4.37	-
IT - Services	0.39	-
Transport Services	0.1	-
Diversified FMCG	0.36	-
Entertainment	0.26	-
Auto Components	2.5	3.47
Power	1.24	-
Beverages	1.09	-
Industrial Products	-	4.31
Personal Products	-	0.51
Chemicals & Petrochemicals	-	1.94
Electrical Equipment	-	0.3
Retailing	-	14.57
Agricultural Food & other Products	-	0.9
Healthcare Equipment & Supplies	-	1.75
Finance	-	5.59
Food Products	-	0.98
Diversified	-	0.98
Fertilizers & Agrochemicals	-	1.49
Textiles & Apparels	-	0.94