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) ₹35030 Cr ₹2739 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Oct 2004 25 Aug 2021
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 12% 39.82%
Expense Ratio 1.57 1.94
Manager Pradeep Kesavan Deepesh Agarwal
ISIN Code INF200K01370 INF789F1AUY5
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth UTI Focused Fund- Regular Plan - Growth Option
1 Month 4.94% 3.3%
6 Month 22.16% 22.04%
1 Year 27.91% 40.5%
3 Year 13.06% 17.3%
5 Year 19.89% -

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth UTI Focused Fund- Regular Plan - Growth Option
6 Month - -
1 Year 14.6% 16.06%
3 Year 29.99% 35.77%
5 Year 60.67% 35.77%

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth UTI Focused Fund- Regular Plan - Growth Option
1 Year 19.8% 17.18%
3 Year 45.89% 40.53%
5 Year 65.97% 40.53%

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 0.56% 0.81%
Beta 0.69% 0.83%
Alpha -0.54% -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 26.1 1.75
Large Cap 36.81 79.14
Mid Cap 35.83 19.08
Small Cap 1.26 -

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

UTI Focused Fund- Regular Plan - Growth Option

Others 8.42 1.68
Financial 32.95 26.46
Communication 9.67 4.28
Materials 2.95 3.76
Consumer Discretionary 1.99 -
Services 13.09 10.12
Consumer Staples 7.5 6.27
Automobile 3.64 9.01
Chemicals 5.32 1.9
Healthcare 9.13 5.64
Textiles 2.04 -
Insurance 3.3 2.49
Energy - 6
Technology - 9.05
Metals & Mining - 1.84
Capital Goods - 8.13
Construction - 3.34

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