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UTI Focused Fund vs SBI Focused Equity Fund compare

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tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

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tortoise-icon UTI Focused Fund- Regular Plan - Growth Option

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Chart Comparison

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

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 -5.23% -3.85%
6 Month -6.93% -15.48%
1 Year 9.04% 2.38%
3 Year 10.86% 13.82%
5 Year 16.04% -

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth UTI Focused Fund- Regular Plan - Growth Option
6 Month -5.62% -9.38%
1 Year -8.25% -16.97%
3 Year 11.58% 10.19%
5 Year 13.59% -

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 0.34% 0.547%
Beta 0.72% 0.916%
Alpha -0.88% 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
Fund Manage 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 25.52832 2.20088
Small Cap 8.08479 1.79121
Large Cap 34.40823 74.02851
Mid Cap 31.97867 21.9794

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

UTI Focused Fund- Regular Plan - Growth Option

Others 5.98328 2.20088
Communication Services 12.32366 5.15183
Consumer Cyclical 18.472 11.33394
Financial Services 30.09963 32.24822
Basic Materials 7.64252 5.0642
Industrials 5.10917 10.39366
Consumer Defensive 6.4264 7.14843
Healthcare 8.03713 5.82741
Utilities 2.48709 4.03855
Technology 3.41913 11.0753
Energy - 2.89599
Real Estate - 2.62159

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