UTI Focused Fund vs SBI Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Fund | SBI Focused Equity Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹34678 Cr | ₹2563 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 08 Oct 2004 | 25 Aug 2021 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | 12% | 39.82% |
Expense Ratio | 1.57 | 1.98 |
Manager | Pradeep Kesavan | Deepesh Agarwal |
ISIN Code | INF200K01370 | INF789F1AUY5 |
Exits Load | SBI Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Focused Fund - Regular Plan - 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 Focused Equity Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 4.72% | 5.04% |
6 Month | -0.56% | -3.91% |
1 Year | 10.94% | 5.62% |
3 Year | 14.96% | 16.86% |
5 Year | 21.73% | - |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 2.21% | 0.38% |
1 Year | 2.37% | -6.65% |
3 Year | 14.84% | 12.68% |
5 Year | 14.73% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 16.6% | 17.01% |
3 Year | 15.37% | 14.5% |
5 Year | 16.58% | - |
Risk Management
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.03% | 13.63% |
Sharp | 0.65% | 0.547% |
Beta | 0.72% | 0.916% |
Alpha | 0.76% | 0.08% |
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Fund Managers
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Deepesh Agarwal |
Total AUM | ₹434274 Cr | ₹35015 Cr |
Funds Managed | 43 | 9 |
SBI Focused Equity Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 18.92 | 2.2 |
Large Cap | 44.17 | 74.03 |
Small Cap | 8.17 | 1.79 |
Mid Cap | 28.74 | 21.98 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 18.92 | 2.2 |
Telecom - Services | 5.14 | - |
Retailing | 1.98 | - |
Banks | 21.69 | - |
Automobiles | 3.19 | - |
Cement & Cement Products | 3.2 | - |
Auto Components | 7.34 | - |
Consumer Durables | 1.15 | - |
Electrical Equipment | 2.37 | - |
Personal Products | 3.67 | - |
Finance | 9.39 | - |
Chemicals & Petrochemicals | 4.47 | - |
Pharmaceuticals & Biotechnology | 3.77 | - |
Food Products | 2.46 | - |
Transport Infrastructure | 2.35 | - |
Textiles & Apparels | 2.3 | - |
Leisure Services | 3.66 | - |
Power | 2.95 | - |
Energy | - | 2.9 |
Industrials | - | 10.39 |
Technology | - | 11.08 |
Healthcare | - | 5.83 |
Financial Services | - | 32.25 |
Basic Materials | - | 5.06 |
Consumer Defensive | - | 7.15 |
Consumer Cyclical | - | 11.33 |
Real Estate | - | 2.62 |
Communication Services | - | 5.15 |
Utilities | - | 4.04 |
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