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)	₹37122 Cr	₹2602 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	3.22%	3.29%
6 Month	6.71%	3.91%
1 Year	8.07%	1.83%
3 Year	19.37%	19.52%
5 Year	20.6%	-

Scheme Name	SBI Focused Fund - Regular Plan -Growth	UTI Focused Fund- Regular Plan - Growth Option
6 Month	9.38%	8.59%
1 Year	17.67%	9.03%
3 Year	18.48%	16.2%
5 Year	16.65%	-

Scheme Name	SBI Focused 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 Fund - Regular Plan -Growth	UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation	12.03%	14.30%
Sharp	0.91%	0.72%
Beta	0.71%	0.94%
Alpha	1.58%	-0.30%

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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	17.24	2.33
Large Cap	45.43	74.11
Small Cap	7.82	2.04
Mid Cap	29.51	21.51

Scheme Name	SBI Focused Fund - Regular Plan -Growth	UTI Focused Fund- Regular Plan - Growth Option
Others	17.24	2.33
Telecom - Services	5.29	-
Retailing	1.78	-
Banks	22.38	-
Automobiles	3.02	-
Cement & Cement Products	2.95	-
Auto Components	8.24	-
Consumer Durables	1.18	-
Electrical Equipment	2.1	-
Personal Products	3.48	-
Chemicals & Petrochemicals	5.64	-
Pharmaceuticals & Biotechnology	3.38	-
Finance	9.61	-
Food Products	2.34	-
Transport Infrastructure	2.7	-
Textiles & Apparels	2.37	-
Leisure Services	3.71	-
Power	2.59	-
Energy	-	3.91
Industrials	-	11.01
Technology	-	9.55
Consumer Cyclical	-	11.41
Healthcare	-	5.55
Financial Services	-	31.42
Basic Materials	-	5.93
Consumer Defensive	-	7.49
Real Estate	-	2.36
Communication Services	-	4.64
Utilities	-	4.4