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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) | ₹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 | 0.76% | -1.88% |
| 6 Month | 3.3% | -1.52% |
| 1 Year | 0.85% | -2.65% |
| 3 Year | 12.7% | 10.35% |
| 5 Year | 14.51% | 11.18% |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 3.04% | 0.8% |
| 1 Year | 13% | 8.56% |
| 3 Year | 11.54% | 10.93% |
| 5 Year | 11.89% | 9.36% |
Rolling Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 12.11% | 13.39% |
| 3 Year | 12.87% | 12.98% |
| 5 Year | 13.26% | 14.95% |
Risk Management
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 10.98% | 13.38% |
| Sharp | 0.66% | 0.44% |
| Beta | 0.83% | 0.84% |
| Alpha | -0.96% | -3.07% |
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 | 16.48 |
| Large Cap | 63.36 | 52.62 |
| Small Cap | 11.69 | 11.14 |
| Mid Cap | 13.27 | 19.77 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 4.33 | 3.21 |
| Energy | 5.09 | - |
| Technology | 6.11 | 15.13 |
| Industrials | 12.37 | 6.74 |
| Basic Materials | 13.72 | 6.13 |
| Financial Services | 37.38 | 23.97 |
| Healthcare | 1.9 | 10.69 |
| Consumer Cyclical | 12.5 | 20.99 |
| Communication Services | 5.6 | 8 |
| Consumer Defensive | 1 | 5.13 |
| Utilities | 0 | - |
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