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)	₹23168 Cr	₹25757 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	0.89%	-0.74%
6 Month	6.52%	3.05%
1 Year	5.16%	2.89%
3 Year	13.34%	10.97%
5 Year	15.97%	12.53%

SIP Return Analysis

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
6 Month	2.49%	-0.43%
1 Year	11.21%	6.75%
3 Year	11.9%	11.26%
5 Year	12.33%	9.73%

Rolling Lumpsum Returns

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
1 Year	12.16%	13.4%
3 Year	12.87%	12.98%
5 Year	13.25%	14.95%

Risk Management

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
Standard Deviation	10.98%	12.16%
Sharp	0.63%	0.38%
Beta	0.82%	0.83%
Alpha	-1.66%	-3.20%

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	11.67	16.58
Large Cap	63.36	52.25
Small Cap	11.69	11.71
Mid Cap	13.27	19.46

Sector Allocation

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
Others	4.33	3.39
Energy	5.09	-
Technology	6.11	14.59
Industrials	12.37	6.85
Basic Materials	13.72	6.23
Financial Services	37.38	23.63
Healthcare	1.9	10.83
Consumer Cyclical	12.5	20.96
Communication Services	5.6	8.02
Consumer Defensive	1	5.5
Utilities	0	-

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