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UTI Focused Fund vs SBI Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Focused Equity Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹34678 Cr | ₹2563 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Oct 2004 | 25 Aug 2021 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | 12% | 39.82% |
| Expense Ratio | 1.57 | 1.98 |
| Manager | Pradeep Kesavan | Deepesh Agarwal |
| ISIN Code | INF200K01370 | INF789F1AUY5 |
| Exits Load | SBI Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Focused Fund - Regular Plan - 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 Focused Equity Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.92% | 4% |
| 6 Month | -1.69% | -6.17% |
| 1 Year | 13.39% | 8.65% |
| 3 Year | 12.16% | 14.95% |
| 5 Year | 21% | - |
SIP Return Analysis
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.89% | 0.92% |
| 1 Year | 3.62% | -4.38% |
| 3 Year | 15.8% | 14.33% |
| 5 Year | 15.69% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.6% | 17.01% |
| 3 Year | 15.37% | 14.5% |
| 5 Year | 16.58% | - |
Risk Management
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.03% | 13.63% |
| Sharp | 0.39% | 0.547% |
| Beta | 0.73% | 0.916% |
| Alpha | -0.42% | 0.08% |
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Fund Managers
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Deepesh Agarwal |
| Total AUM | ₹434274 Cr | ₹35015 Cr |
| Funds Managed | 43 | 9 |
| SBI Focused Equity Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 23.8 | 2.2 |
| Small Cap | 8.33 | 1.79 |
| Large Cap | 38.05 | 74.03 |
| Mid Cap | 29.82 | 21.98 |
Sector Allocation
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 5.74 | 2.2 |
| Communication Services | 9.72 | 5.15 |
| Consumer Cyclical | 19.18 | 11.33 |
| Financial Services | 31.96 | 32.25 |
| Basic Materials | 6.93 | 5.06 |
| Industrials | 5.04 | 10.39 |
| Consumer Defensive | 6.57 | 7.15 |
| Healthcare | 7.85 | 5.83 |
| Utilities | 2.68 | 4.04 |
| Technology | 4.32 | 11.08 |
| Energy | - | 2.9 |
| Real Estate | - | 2.62 |
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