UTI vs Tata Flexi Cap Fund compare

Link copied to clipboard!

Tata Flexi Cap Fund -Regular Plan-Growth

Invest Now

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	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)	₹2886 Cr	₹25096 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	1.94	1.69
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	8.49%	6.23%
6 Month	-3.02%	-6.1%
1 Year	12.26%	13.33%
3 Year	13.33%	7.29%
5 Year	19.89%	19.82%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	UTI Flexi Cap Fund - Growth Option
6 Month	3.22%	-0.32%
1 Year	3.59%	-0.66%
3 Year	16.38%	11.38%
5 Year	15.51%	11.4%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	UTI Flexi Cap Fund - Growth Option
1 Year	14.24%	14.12%
3 Year	15.51%	13.17%
5 Year	15.14%	14.82%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	UTI Flexi Cap Fund - Growth Option
Standard Deviation	11.4%	14.334%
Sharp	0.45%	0.03%
Beta	0.8%	0.9%
Alpha	-	-5.578%

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

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
Funds Managed	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	3.13	4.19
Large Cap	58.34	60.78
Mid Cap	14.68	23.42
Small Cap	23.85	11.6

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	UTI Flexi Cap Fund - Growth Option
Others	3.02	4.19
Energy	4.28	-
Basic Materials	9.55	6.76
Consumer Defensive	9.62	5.44
Industrials	7.26	6.13
Financial Services	40.02	25.21
Healthcare	7.59	11.29
Technology	5.01	15.25
Communication Services	1.35	6.56
Consumer Cyclical	11.56	19.16
Real Estate	0.75	-