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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) | ₹22117 Cr | ₹25685 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 | -0.67% | -0.14% |
| 6 Month | 10.15% | 12.66% |
| 1 Year | -4.22% | 0.17% |
| 3 Year | 12.5% | 10.44% |
| 5 Year | 16.9% | 15.36% |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 0.78% | 2.02% |
| 1 Year | 1.35% | 5.39% |
| 3 Year | 10.28% | 11.93% |
| 5 Year | 11.9% | 10.54% |
Rolling Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 12.42% | 13.78% |
| 3 Year | 12.86% | 13.1% |
| 5 Year | 13.05% | 14.88% |
Risk Management
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 10.98% | 12.32% |
| Sharp | 0.66% | 0.38% |
| Beta | 0.83% | 0.82% |
| Alpha | -1.9% | -3.58% |
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 | 13.76 | 16.57 |
| Large Cap | 63.44 | 51.8 |
| Small Cap | 11.22 | 11.36 |
| Mid Cap | 11.58 | 20.27 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 7.26 | 3.93 |
| Energy | 4.99 | - |
| Technology | 5.51 | 15.1 |
| Industrials | 11.11 | 6.5 |
| Basic Materials | 10.92 | 6.63 |
| Financial Services | 37.15 | 23.94 |
| Healthcare | 2.04 | 11.36 |
| Consumer Cyclical | 12.16 | 19.56 |
| Communication Services | 4.96 | 7.29 |
| Consumer Defensive | 2.14 | 5.69 |
| Utilities | 1.77 | - |
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