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)	₹21747 Cr	₹25434 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

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
1 Month	4.13%	3.59%
6 Month	2.2%	3.4%
1 Year	3.12%	8.78%
3 Year	16.88%	14.97%
5 Year	20.32%	19.01%

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
6 Month	7.83%	8.79%
1 Year	7.81%	11.2%
3 Year	14.4%	14.83%
5 Year	14.63%	12.65%

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%

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	UTI Flexi Cap Fund - Growth Option
Standard Deviation	10.98%	13.97%
Sharp	0.64%	0.43%
Beta	0.83%	0.88%
Alpha	-2.38%	-4.00%

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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

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

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