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) | ₹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 |
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | UTI - Flexi Cap Fund-Growth Option |
---|---|---|
1 Month | 5.39% | 3.27% |
6 Month | 19.61% | 20.4% |
1 Year | 32.87% | 27.51% |
3 Year | 14.5% | 8.68% |
5 Year | 19.22% | 19.19% |
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% |
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | UTI - Flexi Cap Fund-Growth Option |
---|---|---|
1 Year | 18.03% | 18.94% |
3 Year | 43.18% | 35.64% |
5 Year | 62.15% | 49.7% |
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | UTI - Flexi Cap Fund-Growth Option |
---|---|---|
Standard Deviation | 11.4% | 13.38% |
Sharp | 0.85% | 0.26% |
Beta | 0.86% | 0.95% |
Alpha | -1.47% | -9.23% |
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Get Free Experts GuidanceScheme 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 |
---|---|---|
Large Cap | 46.17 | 56.65 |
Others | 7.91 | 7.18 |
Mid Cap | 22.23 | 26.68 |
Small Cap | 23.69 | 9.5 |
Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
UTI - Flexi Cap Fund-Growth Option |
---|---|---|
Financial | 27.21 | 23.95 |
Energy | 9.26 | - |
Others | 4.08 | 3.76 |
Technology | 4.96 | 11.43 |
Consumer Staples | 7.21 | 2.9 |
Construction | 6.97 | - |
Services | 8.25 | 14.51 |
Capital Goods | 7.19 | 5.83 |
Materials | 4.45 | 6.71 |
Automobile | 2.92 | 6.45 |
Healthcare | 7.01 | 11.31 |
Metals & Mining | 2.46 | 1.36 |
Chemicals | 1.54 | 3.01 |
Communication | 1.54 | 1.9 |
Consumer Discretionary | 2.95 | 4.95 |
Insurance | 2 | - |
Diversified | - | 1.01 |
Textiles | - | 0.93 |
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