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	2.86%	1.71%
6 Month	2.05%	-1.98%
1 Year	8.33%	2.63%
3 Year	19.07%	19.31%
5 Year	21.04%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	UTI Focused Fund- Regular Plan - Growth Option
6 Month	7.09%	6.29%
1 Year	11.2%	3.07%
3 Year	17.2%	14.98%
5 Year	16.02%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	UTI Focused Fund- Regular Plan - Growth Option
1 Year	16.38%	15.34%
3 Year	15.32%	14.49%
5 Year	16.61%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation	12.03%	13.63%
Sharp	0.91%	0.547%
Beta	0.71%	0.916%
Alpha	1.58%	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	16.74	2.2
Large Cap	45.61	74.03
Small Cap	7.62	1.79
Mid Cap	30.03	21.98

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	UTI Focused Fund- Regular Plan - Growth Option
Others	16.74	2.2
Telecom - Services	5.49	-
Retailing	1.79	-
Banks	23.11	-
Automobiles	3.24	-
Cement & Cement Products	3.05	-
Auto Components	7.6	-
Consumer Durables	1.14	-
Electrical Equipment	2.1	-
Personal Products	3.76	-
Chemicals & Petrochemicals	5.12	-
Pharmaceuticals & Biotechnology	3.63	-
Finance	9.08	-
Food Products	2.26	-
Transport Infrastructure	2.36	-
Textiles & Apparels	2.4	-
Leisure Services	4.14	-
Power	2.99	-
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