UTI vs HSBC Flexi Cap Fund compare

Link copied to clipboard!

tortoise-icon HSBC Flexi Cap Fund - Regular Growth

Invest Now

tortoise-icon UTI Flexi Cap Fund - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HSBC Flexi Cap Fund - Regular Growth UTI Flexi Cap Fund - Growth Option
Fund HSBC Flexi Cap Fund - Regular Growth UTI Flexi Cap Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹4806 Cr ₹25698 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 24 Feb 2004 08 May 2005
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 27% 8%
Expense Ratio 1.95 1.64
Manager Venugopal Manghat Ajay Tyagi
ISIN Code INF336L01AF5 INF789F01513
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 for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name HSBC Flexi Cap Fund - Regular Growth UTI Flexi Cap Fund - Growth Option
1 Month -4.82% -4.55%
6 Month 10.79% 11.08%
1 Year 35.12% 19.51%
3 Year 16.68% 4.16%
5 Year 19.95% 15.93%

SIP Return Analysis

Scheme Name HSBC Flexi Cap Fund - Regular Growth UTI Flexi Cap Fund - Growth Option
6 Month - -
1 Year 27.36% 19.24%
3 Year 26.85% 14.54%
5 Year 24.17% 15.43%

Rolling Lumpsum Returns

Scheme Name HSBC Flexi Cap Fund - Regular Growth UTI Flexi Cap Fund - Growth Option
1 Year 15.55% 13.92%
3 Year 12.7% 13.31%
5 Year 13.61% 14.78%

Risk Management

Scheme Name HSBC Flexi Cap Fund - Regular Growth UTI Flexi Cap Fund - Growth Option
Standard Deviation 11.4% 13.38%
Sharp 1.08% 0.03%
Beta 0.95% 0.93%
Alpha 1.39% -8.06%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HSBC Flexi Cap Fund - Regular Growth UTI Flexi Cap Fund - Growth Option
Name Venugopal Manghat Ajay Tyagi
Total AUM ₹41442 Cr ₹26424 Cr
Fund Manage 7 1
HSBC Flexi Cap Fund - Regular Growth UTI Flexi Cap Fund - Growth Option

Market Cap

Scheme Name

HSBC Flexi Cap Fund - Regular Growth

UTI Flexi Cap Fund - Growth Option

Others 2.71 7.18
Large Cap 59.05 56.65
Mid Cap 18.15 26.68
Small Cap 20.09 9.5

Sector Allocation

Scheme Name

HSBC Flexi Cap Fund - Regular Growth

UTI Flexi Cap Fund - Growth Option

Others 1.22 3.76
Energy 7.73 -
Capital Goods 11.13 5.83
Technology 7.44 11.43
Materials 3.71 6.71
Healthcare 5.68 11.31
Construction 6.3 -
Services 6.82 14.51
Consumer Staples 8.51 2.9
Insurance 1.08 -
Financial 21.81 23.95
Automobile 8.04 6.45
Metals & Mining 3.45 1.36
Consumer Discretionary 1.17 4.95
Diversified 1.22 1.01
Communication 2.75 1.9
Chemicals 1.94 3.01
Textiles - 0.93

Top Comparisons

IDBI Small Cap Fund Growth Regular IDBI Small Cap Fund Growth Regular

3Y Returns22.17%

VS

LIC MF Small Cap Fund Regular - Growth LIC MF Small Cap Fund Regular - Growth

3Y Returns22.17%

Compare Now

SBI Magnum Low Duration Fund - Regular Plan - Growth SBI Magnum Low Duration Fund - Regular Plan - Growth

3Y Returns5.87%

VS

DSP Low Duration Fund - Regular Plan - Growth DSP Low Duration Fund - Regular Plan - Growth

3Y Returns6.02%

Compare Now

UTI Balanced Advantage Fund - Regular (G) UTI Balanced Advantage Fund - Regular (G)

3Y Returns0%

VS

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

3Y Returns11.98%

Compare Now

ICICI Prudential Overnight Fund - Growth ICICI Prudential Overnight Fund - Growth

3Y Returns127.48%

VS

Sundaram Overnight Fund Regular Plan - Growth Sundaram Overnight Fund Regular Plan - Growth

3Y Returns5.79%

Compare Now
Request call back
Add to Cart Successfully