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	0.36%	-1.16%
6 Month	5%	2.94%
1 Year	7.14%	6.1%
3 Year	13.49%	11.22%
5 Year	16.02%	13.09%

SIP Return Analysis

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
6 Month	3.14%	0.08%
1 Year	12.33%	7.53%
3 Year	12.05%	11.24%
5 Year	12.22%	9.59%

Rolling Lumpsum Returns

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
1 Year	12.19%	13.42%
3 Year	12.85%	13.01%
5 Year	13.23%	14.96%

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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