UTI vs Tata Flexi Cap Fund compare

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tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

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tortoise-icon UTI - Flexi Cap Fund-Growth Option

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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) ₹2910 Cr ₹25698 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Aug 2018 05 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 1.64
Manager Amey Sathe Ajay Tyagi
ISIN Code INF277K019K2 INF789F01513
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./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 Tata Flexi Cap Fund -Regular Plan-Growth UTI - Flexi Cap Fund-Growth Option
1 Month -4.16% -6.06%
6 Month 11.07% 14.14%
1 Year 32.09% 26.71%
3 Year 13.09% 5.77%
5 Year 15.87% 16.35%

SIP Return Analysis

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth UTI - Flexi Cap Fund-Growth Option
6 Month - -
1 Year 13.56% 9.18%
3 Year 31.33% 16.62%
5 Year 56.93% 43.24%

Rolling Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth UTI - Flexi Cap Fund-Growth Option
1 Year 13.92% 13.79%
3 Year 15.84% 13.33%
5 Year 15.14% 14.78%

Risk Management

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth UTI - Flexi Cap Fund-Growth Option
Standard Deviation 11.4% 13.38%
Sharp 0.68% 0.18%
Beta 0.85% 0.94%
Alpha -1.37% -7.91%

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Fund Managers

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

Market Cap

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

UTI - Flexi Cap Fund-Growth Option

Others 7.91 7.18
Large Cap 46.17 56.65
Small Cap 23.69 9.5
Mid Cap 22.23 26.68

Sector Allocation

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

UTI - Flexi Cap Fund-Growth Option

Others 4.08 3.76
Energy 9.26 -
Technology 4.96 11.43
Automobile 2.92 6.45
Materials 4.45 6.71
Consumer Staples 7.21 2.9
Construction 6.97 -
Financial 27.21 23.95
Metals & Mining 2.46 1.36
Insurance 2 -
Healthcare 7.01 11.31
Capital Goods 7.19 5.83
Communication 1.54 1.9
Services 8.25 14.51
Consumer Discretionary 2.95 4.95
Chemicals 1.54 3.01
Diversified - 1.01
Textiles - 0.93

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