UTI Focused Fund vs SBI Focused Equity Fund compare

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SBI Focused 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 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)	₹40824 Cr	₹2638 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 Fund - Regular Plan -Growth	UTI Focused Fund- Regular Plan - Growth Option
1 Month	3.28%	0.66%
6 Month	10.11%	4.36%
1 Year	14.15%	1.9%
3 Year	17.1%	14.49%
5 Year	17.49%	-

Scheme Name	SBI Focused Fund - Regular Plan -Growth	UTI Focused Fund- Regular Plan - Growth Option
6 Month	6.1%	2.83%
1 Year	23.61%	12.97%
3 Year	18.46%	12.87%
5 Year	15.85%	-

Scheme Name	SBI Focused Fund - Regular Plan -Growth	UTI Focused Fund- Regular Plan - Growth Option
1 Year	15.84%	13.43%
3 Year	15.42%	14.81%
5 Year	16.84%	-

Scheme Name	SBI Focused Fund - Regular Plan -Growth	UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation	12.03%	12.89%
Sharp	1.03%	0.64%
Beta	0.73%	0.93%
Alpha	3.76%	-0.48%

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

Scheme Name	SBI Focused Fund - Regular Plan -Growth	UTI Focused Fund- Regular Plan - Growth Option
Others	14.6	7.66
Large Cap	53.09	68.68
Mid Cap	21.91	21.52
Small Cap	10.4	2.13

Scheme Name	SBI Focused Fund - Regular Plan -Growth	UTI Focused Fund- Regular Plan - Growth Option
Others	14.6	1.61
Telecom - Services	4.99	-
Retailing	4.34	-
Consumer Durables	3.26	-
Banks	16.68	-
Automobiles	2.92	-
Cement & Cement Products	2.57	-
Auto Components	6.42	-
Electrical Equipment	1.81	-
Personal Products	2.94	-
Finance	15.14	-
Chemicals & Petrochemicals	3.74	-
Pharmaceuticals & Biotechnology	2.92	-
Food Products	2.49	-
Textiles & Apparels	1.92	-
Leisure Services	3.08	-
Power	10.18	-
Energy	-	4.14
Industrials	-	14.4
Technology	-	9.82
Consumer Cyclical	-	10.99
Healthcare	-	5.86
Financial Services	-	31.44
Basic Materials	-	6.28
Consumer Defensive	-	6.04
Real Estate	-	2.55
Communication Services	-	5.02
Utilities	-	1.85