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UTI vs SBI Flexicap Fund compare

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tortoise-icon SBI Flexicap Fund - REGULAR PLAN -Growth Option

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tortoise-icon 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) ₹21747 Cr ₹25096 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 0.96% 1.76%
6 Month -4.61% -2.88%
1 Year 1.92% 9.56%
3 Year 15.71% 14.93%
5 Year 20.41% 19.21%

SIP Return Analysis

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option UTI Flexi Cap Fund - Growth Option
6 Month 4.39% 6.44%
1 Year 0.83% 6.17%
3 Year 12.03% 12.99%
5 Year 13.28% 11.65%

Rolling Lumpsum Returns

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option UTI Flexi Cap Fund - Growth Option
1 Year 12.66% 13.92%
3 Year 12.75% 13.08%
5 Year 12.97% 14.85%

Risk Management

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option UTI Flexi Cap Fund - Growth Option
Standard Deviation 11.65% 14.334%
Sharp 0.67% 0.03%
Beta 0.83% 0.9%
Alpha -1.96% -5.578%

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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 10.83 4.19
Large Cap 66.64 60.78
Small Cap 10.69 11.6
Mid Cap 11.84 23.42

Sector Allocation

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

UTI Flexi Cap Fund - Growth Option

Others 10.83 4.19
Petroleum Products 6.09 -
IT - Software 2 -
Construction 1.82 -
Ferrous Metals 1.42 -
Capital Markets 0.7 -
Banks 28.21 -
Pharmaceuticals & Biotechnology 1.14 -
Cement & Cement Products 4.46 -
Consumer Durables 2.29 -
Automobiles 9.75 -
Aerospace & Defense 0.41 -
Auto Components 0.69 -
Fertilizers & Agrochemicals 0.89 -
Chemicals & Petrochemicals 0.31 -
Industrial Products 2.22 -
Finance 8.13 -
Telecom - Services 5.1 -
Gas 0.18 -
Transport Services 3.16 -
Electrical Equipment 0.14 -
Food Products 0.43 -
Personal Products 1.22 -
Retailing 0.11 -
Industrial Manufacturing 0.15 -
Beverages 1.29 -
Power 1.92 -
Textiles & Apparels 1.01 -
Insurance 1.8 -
Leisure Services 1.24 -
Healthcare Services 0.89 -
Industrials - 6.13
Technology - 15.25
Basic Materials - 6.76
Healthcare - 11.29
Financial Services - 25.21
Consumer Cyclical - 19.16
Consumer Defensive - 5.44
Communication Services - 6.56

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