UTI vs SBI Flexicap Fund compare

UTI vs SBI Flexicap Fund compare

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SBI Flexicap Fund - REGULAR PLAN -Growth Option

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UTI Flexi Cap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
Fund	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹23685 Cr	₹24903 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	29 Sep 2005	01 Aug 2005
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	55%	8%
Expense Ratio	1.67	1.69
Manager	Pradeep Kesavan	Ajay Tyagi
ISIN Code	INF200K01222	INF789F01513
Exits Load	SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365	UTI Flexi Cap Fund - 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 Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
1 Month	-4.25%	-5.76%
6 Month	-0.97%	-7.92%
1 Year	3.92%	-0.64%
3 Year	12.51%	10.28%
5 Year	12.63%	8.31%

SIP Return Analysis

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
6 Month	-1.51%	-6.95%
1 Year	3.68%	-9.01%
3 Year	8.59%	4.86%
5 Year	10.39%	6.15%

Rolling Lumpsum Returns

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
1 Year	12.01%	13.27%
3 Year	12.9%	12.93%
5 Year	13.28%	14.9%

Risk Management

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
Standard Deviation	11.01%	11.95%
Sharp	0.66%	0.43%
Beta	0.83%	0.83%
Alpha	-0.77%	-2.89%

Fund Managers

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
Name	Pradeep Kesavan	Ajay Tyagi
Total AUM	₹434274 Cr	₹26424 Cr
Funds Managed	43	1
	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option

Market Cap

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
Others	13.15	16.07
Large Cap	62.9	52.99
Small Cap	10.84	11.31
Mid Cap	13.1	19.62

Sector Allocation

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
Others	4.1	3.24
Energy	4.28	-
Technology	10.33	14.14
Consumer Cyclical	14.04	21.41
Industrials	11.41	6.82
Basic Materials	12.13	6.06
Financial Services	35.88	24.03
Healthcare	1.74	10.85
Communication Services	5.19	8.31
Consumer Defensive	0.89	5.12

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