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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) | ₹38917 Cr | ₹2552 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 | 0.41% | -0.4% |
| 6 Month | 12.52% | 10.38% |
| 1 Year | 5.72% | -4.09% |
| 3 Year | 16.19% | 15.44% |
| 5 Year | 19.71% | - |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.77% | 1.83% |
| 1 Year | 14.74% | 9.92% |
| 3 Year | 16.19% | 13.15% |
| 5 Year | 14.66% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.06% | 13.43% |
| 3 Year | 15.34% | 14.81% |
| 5 Year | 16.74% | - |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.03% | 12.84% |
| Sharp | 0.86% | 0.60% |
| Beta | 0.7% | 0.92% |
| Alpha | 1.7% | -0.86% |
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 | 19.63 | 5.5 |
| Mid Cap | 29.73 | 21.14 |
| Large Cap | 43.07 | 71.24 |
| Small Cap | 7.58 | 2.12 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 2.82 | 1.46 |
| Communication Services | 12.29 | 4.77 |
| Consumer Cyclical | 21.29 | 11.49 |
| Basic Materials | 10.42 | 5.86 |
| Financial Services | 30.7 | 30.89 |
| Industrials | 4.39 | 12.62 |
| Consumer Defensive | 5.36 | 7.62 |
| Healthcare | 2.87 | 5.73 |
| Utilities | 5.34 | 4.25 |
| Technology | 4.51 | 9.04 |
| Energy | - | 3.91 |
| Real Estate | - | 2.36 |
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