UTI vs Parag Parikh Flexi Cap Fund Regular compare

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tortoise-icon UTI Flexi Cap Fund - Growth Option

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tortoise-icon Parag Parikh Flexi Cap Fund Regular-Growth

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Chart Comparison

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

Overview

Scheme Name UTI Flexi Cap Fund - Growth Option Parag Parikh Flexi Cap Fund Regular-Growth
Fund UTI Flexi Cap Fund - Growth Option Parag Parikh Flexi Cap Fund Regular-Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹25698 Cr ₹71700 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 08 May 2005 05 May 2013
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open-ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 8% %
Expense Ratio 1.64 1.32
Manager Ajay Tyagi Rajeev Thakkar
ISIN Code INF789F01513 INF879O01019
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 For units above 10% of the investment, exit load of 2% if redeemed within 365 days and 1% if redeemed after 365 days but on or before 730 days., For units in excess of 10% of the investment,1% will be charged for redemption between 366 - 730 days/365

Trailing Lumpsum Returns

Scheme Name UTI Flexi Cap Fund - Growth Option Parag Parikh Flexi Cap Fund Regular-Growth
1 Month -4.55% -2.45%
6 Month 11.08% 9.15%
1 Year 19.51% 28.7%
3 Year 4.16% 15.19%
5 Year 15.93% 24.32%

SIP Return Analysis

Scheme Name UTI Flexi Cap Fund - Growth Option Parag Parikh Flexi Cap Fund Regular-Growth
6 Month - -
1 Year 19.24% 24.49%
3 Year 14.54% 25.34%
5 Year 15.43% 25.21%

Rolling Lumpsum Returns

Scheme Name UTI Flexi Cap Fund - Growth Option Parag Parikh Flexi Cap Fund Regular-Growth
1 Year 13.92% 18.07%
3 Year 13.31% 18.38%
5 Year 14.78% 17.64%

Risk Management

Scheme Name UTI Flexi Cap Fund - Growth Option Parag Parikh Flexi Cap Fund Regular-Growth
Standard Deviation 13.38% 11.09%
Sharp 0.03% 1.13%
Beta 0.93% 0.71%
Alpha -8.06% 2.62%

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Fund Managers

Scheme Name UTI Flexi Cap Fund - Growth Option Parag Parikh Flexi Cap Fund Regular-Growth
Name Ajay Tyagi Rajeev Thakkar
Total AUM ₹26424 Cr ₹0 Cr
Fund Manage 1 5
UTI Flexi Cap Fund - Growth Option Parag Parikh Flexi Cap Fund Regular-Growth

Market Cap

Scheme Name

UTI Flexi Cap Fund - Growth Option

Parag Parikh Flexi Cap Fund Regular-Growth

Others 7.18 29.53
Mid Cap 26.68 7.2
Large Cap 56.65 55.93
Small Cap 9.5 7.37

Sector Allocation

Scheme Name

UTI Flexi Cap Fund - Growth Option

Parag Parikh Flexi Cap Fund Regular-Growth

Others 3.76 12.42
Materials 6.71 5.35
Healthcare 11.31 3.66
Financial 23.95 34.19
Technology 11.43 9.17
Consumer Staples 2.9 5.68
Chemicals 3.01 -
Automobile 6.45 7.17
Consumer Discretionary 4.95 0
Capital Goods 5.83 0.02
Services 14.51 13.3
Communication 1.9 -6.9388939039072E-18
Diversified 1.01 -
Metals & Mining 1.36 1.85
Textiles 0.93 -
Construction - 0
Energy - 7.22

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