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UTI Focused Fund vs SBI Focused Equity Fund compare
SBI Focused Fund - Regular Plan -Growth
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Focused Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹38610 Cr | ₹2673 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 Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.72% | -3.37% |
| 6 Month | 4.39% | 1.77% |
| 1 Year | 7.4% | -0.59% |
| 3 Year | 14.85% | 14.4% |
| 5 Year | 19.55% | - |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.42% | 2.92% |
| 1 Year | 14.73% | -0.02% |
| 3 Year | 17.62% | 12.64% |
| 5 Year | 15.99% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.19% | 14.04% |
| 3 Year | 15.37% | 15.12% |
| 5 Year | 16.68% | - |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.03% | 13.04% |
| Sharp | 1.21% | 0.65% |
| Beta | 0.7% | 0.94% |
| Alpha | 2.45% | -0.46% |
Fund Managers
| Scheme Name | SBI Focused 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 Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 21.8 | 5.78 |
| Mid Cap | 31.5 | 21.96 |
| Large Cap | 39.1 | 70.13 |
| Small Cap | 7.6 | 2.12 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 6.48 | 1.67 |
| Communication Services | 11.01 | 4.87 |
| Consumer Cyclical | 21.37 | 11.97 |
| Basic Materials | 11.2 | 5.81 |
| Financial Services | 29.69 | 31.62 |
| Industrials | 4.67 | 11.19 |
| Consumer Defensive | 5.49 | 7.4 |
| Healthcare | 3.12 | 5.57 |
| Utilities | 2.66 | 4.36 |
| Technology | 4.31 | 9.18 |
| Energy | - | 4.02 |
| Real Estate | - | 2.34 |
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