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 | -5.23% | -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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