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UTI vs SBI Flexicap Fund compare

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tortoise-icon SBI Flexicap Fund - REGULAR PLAN -Growth Option

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tortoise-icon UTI Flexi Cap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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