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 | 3.67% | 4.99% |
6 Month | -3.08% | -1.44% |
1 Year | 6.34% | 15.31% |
3 Year | 11.76% | 9.27% |
5 Year | 21.18% | 20.51% |
SIP Return Analysis
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | UTI Flexi Cap Fund - Growth Option |
---|---|---|
6 Month | -0.94% | -0.32% |
1 Year | -5.51% | -0.66% |
3 Year | 11.49% | 11.38% |
5 Year | 13.67% | 11.4% |
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 | 0.24% | 0.03% |
Beta | 0.84% | 0.9% |
Alpha | -2.79% | -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 | 14.68 | 4.19 |
Large Cap | 57.42 | 60.78 |
Small Cap | 13.96 | 11.6 |
Mid Cap | 13.94 | 23.42 |
Sector Allocation
Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
UTI Flexi Cap Fund - Growth Option |
---|---|---|
Others | 8.64 | 4.19 |
Energy | 4.68 | - |
Technology | 10.28 | 15.25 |
Industrials | 5.97 | 6.13 |
Basic Materials | 6.85 | 6.76 |
Financial Services | 34.14 | 25.21 |
Healthcare | 4.87 | 11.29 |
Consumer Defensive | 2.91 | 5.44 |
Consumer Cyclical | 15.65 | 19.16 |
Communication Services | 5.84 | 6.56 |
Utilities | 0.16 | - |
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