UTI vs SBI Flexicap Fund compare

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SBI Flexicap Fund - REGULAR PLAN -Growth Option

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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 Risk	Very High Risk
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

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
1 Month	-3.97%	-1.62%
6 Month	-8.37%	-6.25%
1 Year	4.66%	10.17%
3 Year	10.36%	6.94%
5 Year	13.96%	12.99%

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
6 Month	-	-
1 Year	-8.19%	-0.75%
3 Year	10.34%	9.9%
5 Year	14.01%	11.88%

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%

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
Standard Deviation	10.98%	14.037%
Sharp	0.4%	0.083%
Beta	0.84%	0.918%
Alpha	-1.77%	-6.197%

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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
Fund Manage	43	1
	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
Others	9.99	4.36
Large Cap	48.04	54.79
Small Cap	20.43	10.77
Mid Cap	21.54	30.05

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
Others	9.99	4.36
Petroleum Products	5.68	-
IT - Software	3.55	12.79
Construction	3.6	-
Ferrous Metals	1.3	-
Finance	4.27	5.59
Capital Markets	1.69	-
Healthcare Services	2.41	3.55
Banks	14.9	17.04
Retailing	3.28	14.57
Diversified FMCG	1.89	-
Non - Ferrous Metals	1.71	-
Pharmaceuticals & Biotechnology	1.77	7.33
Cement & Cement Products	5.01	1.21
Consumer Durables	5.24	9.69
Paper, Forest & Jute Products	0.19	-
Auto Components	2.31	3.47
Fertilizers & Agrochemicals	0.66	1.49
Industrial Products	4.59	4.31
Chemicals & Petrochemicals	0.32	1.94
Automobiles	5.4	2.87
Telecom - Services	3.76	2.06
Insurance	1.66	-
Gas	1.72	-
Transport Services	1.2	-
Electrical Equipment	0.28	0.3
Diversified Metals	0.33	-
Food Products	0.44	0.98
Leisure Services	2.03	1.34
Personal Products	1.42	0.51
Household Products	0.44	-
Financial Technology (Fintech)	0.45	-
Power	2.1	-
Industrial Manufacturing	0.2	-
Beverages	1.12	-
Entertainment	1.2	-
Textiles & Apparels	1.89	0.94
Agricultural Food & other Products	-	0.9
Healthcare Equipment & Supplies	-	1.75
Diversified	-	0.98