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UTI vs SBI Flexicap Fund compare
SBI Flexicap Fund - REGULAR PLAN -Growth Option
UTI Flexi Cap Fund - Growth Option
Chart Comparison
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) | ₹22504 Cr | ₹25187 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 | 4.24% | 3.93% |
| 6 Month | 7.86% | 6.27% |
| 1 Year | 5.5% | 4.75% |
| 3 Year | 13.62% | 11.93% |
| 5 Year | 18.53% | 15.27% |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 3.66% | 1.8% |
| 1 Year | 12.47% | 10.42% |
| 3 Year | 12.73% | 12.76% |
| 5 Year | 12.85% | 10.66% |
Rolling Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 12.25% | 13.67% |
| 3 Year | 12.79% | 13.05% |
| 5 Year | 13.12% | 14.93% |
Risk Management
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 10.98% | 12.11% |
| Sharp | 0.65% | 0.33% |
| Beta | 0.83% | 0.82% |
| Alpha | -1.38% | -3.70% |
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 | 10.43 | 16.55 |
| Large Cap | 64.07 | 52.41 |
| Small Cap | 12.47 | 11.77 |
| Mid Cap | 13.04 | 19.26 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 3.17 | 3.51 |
| Energy | 4.81 | - |
| Technology | 6.09 | 14.11 |
| Industrials | 12.19 | 6.8 |
| Basic Materials | 13.4 | 6.32 |
| Financial Services | 37.44 | 23.78 |
| Healthcare | 1.87 | 10.99 |
| Consumer Cyclical | 12.88 | 20.97 |
| Communication Services | 5.35 | 7.58 |
| Consumer Defensive | 1.03 | 5.96 |
| Utilities | 1.77 | - |
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