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Compare UTI Equity Savings Fund vs Parag Parikh Flexi Cap Fund

Fund Comparison

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Fund Details

Risk
Moderate
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹1000
Expense Ratio
1.64
1.33
NAV
₹17.49
₹79.28
Fund Started
10 Aug 2018
13 May 2013
Fund Size
₹594.41 Cr
₹82441.08 Cr
Exit Load
Exit load of 1%, if redeemed within 30 days.
For units above 10% of the investment, exit load of 2% if redeemed within 365 days and 1% if redeemed after 365 days but on or before 730 days.

Risk

Moderate
Very High

Rating

4.0
5.0

Min SIP Amount

₹500
₹1000

Expense Ratio

1.64
1.33

NAV

₹17.49
₹79.28

Fund Started

10 Aug 2018
13 May 2013

Fund Size

₹594.41 Cr
₹82441.08 Cr

Exit Load

Exit load of 1%, if redeemed within 30 days.
For units above 10% of the investment, exit load of 2% if redeemed within 365 days and 1% if redeemed after 365 days but on or before 730 days.

Returns

1 Year
15.36%
35.91%
3 Year
10.08%
16.35%
5 Year
11.13%
24.67%

1 Year

15.36%
35.91%

3 Year

10.08%
16.35%

5 Year

11.13%
24.67%

Holding Analysis

Equity
23.39%
81.27%
Cash
54.35%
0.65%

Equity

23.39%
81.27%

Cash

54.35%
0.65%

Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
5.20%
Infosys Ltd.
4.99%
Kotak Mahindra Bank Ltd.
4.45%
Grasim Industries Ltd.
4.25%
Mahindra & Mahindra Ltd.
4.23%
Axis Bank Ltd.
3.13%
ICICI Bank Ltd.
2.85%
Indusind Bank Ltd.
2.85%
Maruti Suzuki India Ltd.
2.38%
SBI Life Insurance Company Ltd.
2.08%
Name
Assets
HDFC Bank Ltd.
8.13%
Power Grid Corporation Of India Ltd.
7.29%
Bajaj Holdings & Investment Ltd.
6.72%
Coal India Ltd.
6.04%
ITC Ltd.
5.55%
ICICI Bank Ltd.
5.11%
Maruti Suzuki India Ltd.
4.89%
HCL Technologies Ltd.
4.08%
Axis Bank Ltd.
3.53%
Meta Platforms Inc
3.44%

Top 10 Holdings

Name
Assets
HDFC Bank Ltd.
5.20%
Infosys Ltd.
4.99%
Kotak Mahindra Bank Ltd.
4.45%
Grasim Industries Ltd.
4.25%
Mahindra & Mahindra Ltd.
4.23%
Axis Bank Ltd.
3.13%
ICICI Bank Ltd.
2.85%
Indusind Bank Ltd.
2.85%
Maruti Suzuki India Ltd.
2.38%
SBI Life Insurance Company Ltd.
2.08%
Name
Assets
HDFC Bank Ltd.
8.13%
Power Grid Corporation Of India Ltd.
7.29%
Bajaj Holdings & Investment Ltd.
6.72%
Coal India Ltd.
6.04%
ITC Ltd.
5.55%
ICICI Bank Ltd.
5.11%
Maruti Suzuki India Ltd.
4.89%
HCL Technologies Ltd.
4.08%
Axis Bank Ltd.
3.53%
Meta Platforms Inc
3.44%

Fund Manager

Name
Sunil Madhukar Patil
Rukun Tarachandani
Start Date
12 Dec 2022
23 Oct 2023

Name

Sunil Madhukar Patil
Rukun Tarachandani

Start Date

12 Dec 2022
23 Oct 2023

About Fund

Description
The Scheme seeks to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments.
The scheme aims to achieve long-term capital appreciation by investing primarily in equity and equity related instruments.
Launch Date
10 Aug 2018
13 May 2013

Description

The Scheme seeks to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments.
The scheme aims to achieve long-term capital appreciation by investing primarily in equity and equity related instruments.

Launch Date

10 Aug 2018
13 May 2013