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UTI vs SBI Flexicap Fund compare
SBI Flexicap Fund - REGULAR PLAN -Growth Option
UTI Flexi Cap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Fund | SBI Flexicap Fund - REGULAR PLAN -Growth Option | UTI Flexi Cap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹21593 Cr | ₹25096 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Sep 2005 | 01 Aug 2005 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | 55% | 8% |
| Expense Ratio | 1.67 | 1.69 |
| Manager | Pradeep Kesavan | Ajay Tyagi |
| ISIN Code | INF200K01222 | INF789F01513 |
| Exits Load | SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 | UTI Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Month | 4.25% | 4.7% |
| 6 Month | -11.89% | -10.71% |
| 1 Year | 2.98% | 10.15% |
| 3 Year | 9.4% | 6.71% |
| 5 Year | 22.89% | 21.55% |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | -4.92% | -4.41% |
| 1 Year | -9.3% | -4.09% |
| 3 Year | 10.61% | 10.13% |
| 5 Year | 13.46% | 11.09% |
Rolling Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 13.06% | 14.12% |
| 3 Year | 12.84% | 13.17% |
| 5 Year | 12.81% | 14.82% |
Risk Management
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 10.98% | 14.334% |
| Sharp | 0.29% | 0.03% |
| Beta | 0.85% | 0.9% |
| Alpha | -2.08% | -5.578% |
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Fund Managers
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Ajay Tyagi |
| Total AUM | ₹434274 Cr | ₹26424 Cr |
| Funds Managed | 43 | 1 |
| SBI Flexicap Fund - REGULAR PLAN -Growth Option | UTI Flexi Cap Fund - Growth Option |
Market Cap
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 14.01 | 4.19 |
| Large Cap | 50.99 | 60.78 |
| Small Cap | 17.74 | 11.6 |
| Mid Cap | 17.26 | 23.42 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 7.82 | 4.19 |
| Energy | 4.58 | - |
| Technology | 10.09 | 15.25 |
| Industrials | 7.5 | 6.13 |
| Basic Materials | 7.04 | 6.76 |
| Financial Services | 27.7 | 25.21 |
| Healthcare | 6.34 | 11.29 |
| Consumer Cyclical | 16.13 | 19.16 |
| Consumer Defensive | 4.84 | 5.44 |
| Communication Services | 6.11 | 6.56 |
| Utilities | 1.85 | - |
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