UTI Focused Fund vs SBI Focused Equity Fund compare

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SBI Focused Equity Fund - Regular Plan -Growth

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UTI Focused Fund- Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	UTI Focused Fund- Regular Plan - Growth Option
1 Month	2.07%	3.08%
6 Month	-0.06%	-3.47%
1 Year	9.36%	5.82%
3 Year	13.8%	15.65%
5 Year	20.57%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	UTI Focused Fund- Regular Plan - Growth Option
6 Month	2.86%	1.58%
1 Year	3.76%	-4.55%
3 Year	15.99%	14.42%
5 Year	15.77%	-

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%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation	12.03%	13.63%
Sharp	0.39%	0.547%
Beta	0.73%	0.916%
Alpha	-0.42%	0.08%

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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

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	UTI Focused Fund- Regular Plan - Growth Option
Others	23.8	2.2
Small Cap	8.33	1.79
Large Cap	38.05	74.03
Mid Cap	29.82	21.98

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	UTI Focused Fund- Regular Plan - Growth Option
Others	5.74	2.2
Communication Services	9.72	5.15
Consumer Cyclical	19.18	11.33
Financial Services	31.96	32.25
Basic Materials	6.93	5.06
Industrials	5.04	10.39
Consumer Defensive	6.57	7.15
Healthcare	7.85	5.83
Utilities	2.68	4.04
Technology	4.32	11.08
Energy	-	2.9
Real Estate	-	2.62