UTI vs Tata Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
UTI Flexi Cap Fund - Growth Option
Chart Comparison
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Fund | Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3009 Cr | ₹25924 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Sep 2018 | 01 Aug 2005 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 69.17% | 8% |
| Expense Ratio | 1.93 | 1.65 |
| Manager | Amey Sathe | Ajay Tyagi |
| ISIN Code | INF277K019K2 | INF789F01513 |
| Exits Load | Tata 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 | Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Month | -0.59% | 0.96% |
| 6 Month | 1.36% | 5.73% |
| 1 Year | 13.28% | 15.91% |
| 3 Year | 12.46% | 7% |
| 5 Year | 14.9% | 15.97% |
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.99% | 17.16% |
| 3 Year | 17.35% | 15.03% |
| 5 Year | 17.04% | 15.48% |
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 14.26% | 13.92% |
| 3 Year | 15.8% | 13.31% |
| 5 Year | 15.24% | 14.78% |
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.4% | 13.38% |
| Sharp | 0.57% | 0.08% |
| Beta | 0.85% | 0.95% |
| Alpha | -1.6% | -8.32% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Name | Amey Sathe | Ajay Tyagi |
| Total AUM | ₹11910 Cr | ₹26424 Cr |
| Fund Manage | 4 | 1 |
| Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 5.31 | 4.36 |
| Large Cap | 47.99 | 54.79 |
| Mid Cap | 19.09 | 30.05 |
| Small Cap | 27.61 | 10.77 |
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 5.31 | 4.36 |
| Petroleum Products | 3.98 | - |
| Cement & Cement Products | 4.62 | 1.21 |
| Personal Products | 2.81 | 0.51 |
| Construction | 3.68 | - |
| Finance | 9 | 5.59 |
| Ferrous Metals | 1.28 | - |
| Consumer Durables | 3.93 | 9.69 |
| Insurance | 2.82 | - |
| Pharmaceuticals & Biotechnology | 6.3 | 7.33 |
| Banks | 22.27 | 17.04 |
| Realty | 2.64 | - |
| Agricultural, Commercial & Construction Vehicles | 1.74 | - |
| Industrial Manufacturing | 1.2 | - |
| Telecom - Services | 1.29 | 2.06 |
| Diversified FMCG | 2.27 | - |
| Retailing | 3.21 | 14.57 |
| Food Products | 1.93 | 0.98 |
| Leisure Services | 0.97 | 1.34 |
| Transport Services | 0.5 | - |
| Auto Components | 2.14 | 3.47 |
| Healthcare Services | 1.75 | 3.55 |
| IT - Software | 4.38 | 12.79 |
| Automobiles | 2.39 | 2.87 |
| Commercial Services & Supplies | 1.13 | - |
| Industrial Products | 2.92 | 4.31 |
| Transport Infrastructure | 1.37 | - |
| Capital Markets | 2.17 | - |
| Chemicals & Petrochemicals | - | 1.94 |
| Electrical Equipment | - | 0.3 |
| Agricultural Food & other Products | - | 0.9 |
| Healthcare Equipment & Supplies | - | 1.75 |
| Diversified | - | 0.98 |
| Fertilizers & Agrochemicals | - | 1.49 |
| Textiles & Apparels | - | 0.94 |
Top Comparisons
HSBC Overnight Fund - Regular Growth
3Y Returns5.9%
Quant Overnight Fund Regular - Growth
3Y Returns0%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns6.27%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns6.43%
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
3Y Returns0%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
3Y Returns22.13%
SBI Focused Equity Fund - Regular Plan -Growth
3Y Returns10.16%
Quant Focused Fund-Growth
3Y Returns16.51%