UTI vs LIC MF Flexi Cap Fund compare
LIC MF Flexi Cap Fund-Growth
LIC MF Flexi Cap Fund-Regular Plan-Growth
UTI Flexi Cap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|---|
Fund | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹992 Cr | ₹992 Cr | ₹25096 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹1000 |
Launch Date | 13 Jan 1993 | 13 Jan 1993 | 01 Aug 2005 |
Category | Flexi Cap | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | % | 109% | 8% |
Expense Ratio | 2.25 | 2.25 | 1.69 |
Manager | Jaiprakash Toshniwal | Jaiprakash Toshniwal | Ajay Tyagi |
ISIN Code | INF767K01071 | INF767K01071 | INF789F01513 |
Exits Load | LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|---|
1 Month | 3.18% | 3.18% | 2.2% |
6 Month | -17.42% | -17.42% | -11.09% |
1 Year | -2.93% | -2.93% | 6.55% |
3 Year | 9.19% | 9.19% | 5.53% |
5 Year | 16.24% | 16.24% | 19.11% |
SIP Return Analysis
Scheme Name | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|---|
6 Month | -7.77% | -7.77% | -3.6% |
1 Year | -20.54% | -20.54% | -7.34% |
3 Year | 7.61% | 7.61% | 8.71% |
5 Year | 10.21% | 10.21% | 9.75% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|---|
1 Year | 10.8% | 10.8% | 14.12% |
3 Year | 9.48% | 9.48% | 13.17% |
5 Year | 9.99% | 9.99% | 14.82% |
Risk Management
Scheme Name | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|---|
Standard Deviation | 11.99% | 11.99% | 14.334% |
Sharp | 0.26% | 0.26% | 0.03% |
Beta | 0.96% | 0.96% | 0.9% |
Alpha | -2.86% | -2.86% | -5.578% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
---|---|---|---|
Name | Jaiprakash Toshniwal | Jaiprakash Toshniwal | Ajay Tyagi |
Total AUM | ₹2153 Cr | ₹2153 Cr | ₹26424 Cr |
Funds Managed | 3 | 3 | 1 |
LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
Market Cap
Scheme Name |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
UTI Flexi Cap Fund - Growth Option |
---|---|---|---|
Others | 7.76 | 7.76 | 4.19 |
Large Cap | 31.83 | 31.83 | 60.78 |
Mid Cap | 12.53 | 12.53 | 23.42 |
Small Cap | 47.88 | 47.88 | 11.6 |
Sector Allocation
Scheme Name |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
UTI Flexi Cap Fund - Growth Option |
---|---|---|---|
Others | 5.31 | 5.31 | 4.19 |
Technology | 5.94 | 5.94 | 15.25 |
Consumer Defensive | 9.18 | 9.18 | 5.44 |
Financial Services | 20.63 | 20.63 | 25.21 |
Basic Materials | 9.9 | 9.9 | 6.76 |
Industrials | 16.4 | 16.4 | 6.13 |
Consumer Cyclical | 16.26 | 16.26 | 19.16 |
Utilities | 5.21 | 5.21 | - |
Healthcare | 6.83 | 6.83 | 11.29 |
Communication Services | 2.13 | 2.13 | 6.56 |
Energy | 0 | 0 | - |
Real Estate | 2.21 | 2.21 | - |
Top Comparisons
Franklin India Feeder - Templeton European Opportunities Fund - Growth
3Y Returns3.61%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns13.92%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns12.8%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns6.63%
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns6.52%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.05%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns7.04%