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UTI Focused Fund vs SBI Focused Equity Fund compare

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tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

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tortoise-icon 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

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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