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 | Average |
| 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 | 08 May 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 | -5.72% | -5.03% |
| 6 Month | 6.17% | 10.53% |
| 1 Year | 20.57% | 19.07% |
| 3 Year | 10.61% | 3.98% |
| 5 Year | 14.88% | 15.7% |
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.14% | 19.24% |
| 3 Year | 19.88% | 14.54% |
| 5 Year | 18.41% | 15.43% |
| 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 | 0.56% | 0.03% |
| Beta | 0.84% | 0.93% |
| Alpha | -0.86% | -8.06% |
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| 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 | 7.91 | 7.18 |
| Large Cap | 46.17 | 56.65 |
| Small Cap | 23.69 | 9.5 |
| Mid Cap | 22.23 | 26.68 |
| 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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