UTI Flexi Cap Fund (G) vs Canara Robeco Small Cap Fund (G)

UTI Flexi Cap Fund (G) and Canara Robeco Small Cap Fund (G) belong to Flexi Cap and Small Cap respectively. Compare returns, expense ratio, risk, and portfolio performance. The 3Y return for UTI Flexi Cap Fund (G) and Canara Robeco Small Cap Fund (G) is 10.618% and 14.459%. Check other parameters to pick the right fund.

Start comparing returns between

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UTI Flexi Cap Fund (G)

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Canara Robeco Small Cap Fund (G)

Compare

Fund Returns

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Nav (11 Dec)

₹322.66

₹37.68

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Last 1 Year

-2.2%

-10.5%

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Last 3 Year

10.6%

14.5%

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Last 5 Year

11.3%

23.6%

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Last 10 Year

12.9%

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Since Inception

12.5%

21.5%

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₹322.66
Nav (11 Dec)
-2.2%
Last 1 Year
10.6%
Last 3 Year
11.3%
Last 5 Year
12.9%
Last 10 Year
12.5%
Since Inception
₹37.68
Nav (11 Dec)
-10.5%
Last 1 Year
14.5%
Last 3 Year
23.6%
Last 5 Year
-
Last 10 Year
21.5%
Since Inception

Scripbox Opinion

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Scripbox Opinion
Click here for top ranked funds in flexi cap mutual funds. Flexi Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimummore...

Explore a scientifically created Scripbox plan within this asset class.

Click here for top ranked funds in small cap mutual funds. Small Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-1more...

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Scripbox Fund Analysis

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Category View

Superior

The category has a superior investment outlook

Neutral

The category has a neutral investment outlook

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Relative Size

₹ 25575 Cr

The fund has been a Category Leader on the Fund Size metric

₹ 13060.4 Cr

The performance of the fund on a Fund Size metric has been Satisfactory

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-Track Record
Lowest Interest Rate RiskImpact of Interest Rate Changes
Lowest Credit RiskCredit Quality Of Fund's Portfolio
₹ 25575 CrRelative Size
SuperiorCategory View
-Consistency Of Performance
-Track Record
Moderate Interest Rate RiskImpact of Interest Rate Changes
Moderate Credit RiskCredit Quality Of Fund's Portfolio
₹ 13060.4 CrRelative Size
NeutralCategory View
-Consistency Of Performance

Scheme Information

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Risk Factor

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

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Expense Ratio
1.66 %
1.67 %
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Launched Date
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2019-02-15
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AUM in Crores
₹ 25,575 Cr
₹ 13,060 Cr
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Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Exit load of 1% if redeemed within 1 year.
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Lock-in
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-
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Benchmark
NIFTY 500 Total Return Index
NIFTY Smallcap 250 Total Return Index
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ISIN
INF789F01513
INF760K01JF9
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SIP Minimum
₹ 1,000
₹ 1,000
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Lumpsum Minimum
₹ 5,000
₹ 5,000
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Fund Managers
user-avatar

Ajay Tyagi

user-avatar

Kamal Gada

user-avatar

Ravi Gupta

user-avatar

Pranav Gokhale

user-avatar

Shridatta Bhandwaldar

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Investment Objective
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum.more...
The scheme seeks to generate capital appreciation by investing predominantly in Small Cap stocks.more...
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risk-indicator-arrow.svg
Very High
Risk Factor
1.66 %
Expense Ratio
-
Launched Date
₹ 25,575 Cr
AUM in Crores
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Exit Load
-
Lock-in
NIFTY 500 Total Return Index
Benchmark
INF789F01513
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum
risk-indicator-arrow.svg
Very High
Risk Factor
1.67 %
Expense Ratio
2019-02-15
Launched Date
₹ 13,060 Cr
AUM in Crores
Exit load of 1% if redeemed within 1 year.
Exit Load
-
Lock-in
NIFTY Smallcap 250 Total Return Index
Benchmark
INF760K01JF9
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum

Fund Managers

user-avatar

Ajay Tyagi

user-avatar

Kamal Gada

user-avatar

Ravi Gupta

user-avatar

Pranav Gokhale

user-avatar

Shridatta Bhandwaldar

Investment Objective

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum.

The scheme seeks to generate capital appreciation by investing predominantly in Small Cap stocks.

Returns Calculator

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This SIP Calculator helps you to know your returns. Fund returns are listed below based on the input.

of

for

with step-up of

CAGR Returns

11.31% (5Y)

23.63% (5Y)

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Total Investment Amount

₹ 7,32,612

₹ 7,32,612

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Wealth Gained

₹ 2,34,619

₹ 6,11,750

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Maturity Amount

₹ 9,67,231

₹ 13,44,362

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Step-up

Tenure

11.31% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 2,34,619

Wealth Gained

₹ 9,67,231

Total Corpus Created With assumed returns of %

23.63% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 6,11,750

Wealth Gained

₹ 13,44,362

Total Corpus Created With assumed returns of %

Asset Allocation and Holdings

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Top Stock Holdings

Icici bank ltd.

5.917%
5.917%

Hdfc bank ltd.

5.727%
5.727%

Bajaj finance ltd.

4.585%
4.585%

Ltimindtree ltd.

4.463%
4.463%

Infosys ltd.

3.892%
3.892%
See all holdingsright-arrowright-arrow

Others

3.77%
3.77%

Kaynes technology india ltd.

3.25%
3.25%

Kei industries ltd.

2.86%
2.86%

Bharat electronics ltd.

2.72%
2.72%

Multi commodity exchange of in...

2.66%
2.66%
See all holdingsright-arrowright-arrow

Amc Information

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Name

amc-logo
amc-logo
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About

UTI Asset Management Compnay has been frated the 7th largest ASM Company by CRISIL. They manage about 11 million live folios and have a client base of 12.8%. Being a part and parcemore...
Canara Robeco Asset Management Company was set up in 1987 with a joint venture between Canbank Mutual Fund and Robeco Groep N.V. The Compnay offers wide rage of products in debt, emore...
more...
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Contact Information

phone-icon
0263 2296993
phone-icon
022-22621371/ 66585000 / 665850010
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UTI Flexi Cap Fund (G)

Flexi Cap

Invest in this fund
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Canara Robeco Small Cap Fund (G)

Small Cap

Invest in this fund

Invest in the Best Mutual Fund

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UTI Flexi Cap Fund (G)

Flexi Cap

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Canara Robeco Small Cap Fund (G)

Small Cap

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