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) ₹34941 Cr ₹2687 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 1.95
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 -1.59% -2.91%
6 Month -1.14% -6.58%
1 Year 15.42% 10.34%
3 Year 9.87% 12.37%
5 Year 15.58% -

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth UTI Focused Fund- Regular Plan - Growth Option
6 Month - -
1 Year 8.93% 0.09%
3 Year 16.19% 15.92%
5 Year 16.95% -

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth UTI Focused Fund- Regular Plan - Growth Option
1 Year 16.48% 17.21%
3 Year 15.47% 16.74%
5 Year 16.6% -

Risk Management

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation 12.03% 12.68%
Sharp 0.24% 0.81%
Beta 0.74% 0.83%
Alpha -3.33% -1.27%

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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 17.81 1.75
Large Cap 43.99 79.14
Mid Cap 32.28 19.08
Small Cap 5.92 -

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

UTI Focused Fund- Regular Plan - Growth Option

Others 17.81 1.68
Telecom - Services 5.87 -
Retailing 2.89 -
Banks 18.18 -
Automobiles 3.22 -
Cement & Cement Products 3.14 -
Auto Components 6.41 -
Capital Markets 0.08 -
Consumer Durables 2.21 -
Transport Services 0.42 -
Electrical Equipment 2.96 -
Personal Products 4.39 -
Finance 9.11 -
Chemicals & Petrochemicals 4.1 -
Pharmaceuticals & Biotechnology 4.55 -
Food Products 2.8 -
Transport Infrastructure 3.03 -
Textiles & Apparels 2.35 -
Insurance 2.74 2.49
Leisure Services 3.74 -
Financial - 26.46
Energy - 6
Materials - 3.76
Technology - 9.05
Healthcare - 5.64
Metals & Mining - 1.84
Consumer Staples - 6.27
Automobile - 9.01
Capital Goods - 8.13
Services - 10.12
Construction - 3.34
Communication - 4.28
Chemicals - 1.9

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