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 | -4.97% | -6.35% |
6 Month | -5.39% | -14.67% |
1 Year | 10.2% | 2.38% |
3 Year | 12.53% | 15.66% |
5 Year | 15.53% | - |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | -5.92% | -9.63% |
1 Year | -6.23% | -15.45% |
3 Year | 12.17% | 10.77% |
5 Year | 14.11% | - |
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 | 0.47% | 0.547% |
Beta | 0.7% | 0.916% |
Alpha | -0.27% | 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 | 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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