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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) | ₹23685 Cr | ₹25575 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 | -0.23% | -1.43% |
| 6 Month | 1.38% | -3.13% |
| 1 Year | 4.9% | 1.32% |
| 3 Year | 13.38% | 11.7% |
| 5 Year | 12.99% | 8.91% |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 1.57% | -1.73% |
| 1 Year | 9.42% | 1.9% |
| 3 Year | 10.03% | 8.17% |
| 5 Year | 10.97% | 7.84% |
Rolling Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 12.03% | 13.29% |
| 3 Year | 12.89% | 12.94% |
| 5 Year | 13.29% | 14.92% |
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 | 12.67 | 16.48 |
| Large Cap | 63.46 | 52.62 |
| Small Cap | 10.63 | 11.14 |
| Mid Cap | 13.25 | 19.77 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 4.89 | 3.21 |
| Energy | 4.3 | - |
| Technology | 9.54 | 15.13 |
| Industrials | 12.52 | 6.74 |
| Basic Materials | 12.5 | 6.13 |
| Financial Services | 35.3 | 23.97 |
| Healthcare | 1.91 | 10.69 |
| Consumer Cyclical | 12.62 | 20.99 |
| Communication Services | 5.5 | 8 |
| Consumer Defensive | 0.93 | 5.13 |
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