UTI Focused Fund vs SBI Focused Equity Fund compare

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SBI Focused Equity Fund - Regular Plan -Growth

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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

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%	-

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%	-

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%	-

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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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

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	-

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