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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.19% | -0.2% |
| 6 Month | 9.07% | 3.05% |
| 1 Year | 12.09% | 1.84% |
| 3 Year | 17.49% | 14.82% |
| 5 Year | 17.17% | - |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.85% | 2.02% |
| 1 Year | 23.35% | 11.97% |
| 3 Year | 18.22% | 12.4% |
| 5 Year | 15.73% | - |
Rolling Lumpsum Returns
| 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% | - |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.03% | 12.89% |
| Sharp | 1.03% | 0.62% |
| Beta | 0.73% | 0.94% |
| Alpha | 3.76% | -0.10% |
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 | 29.25 | 8.79 |
| Mid Cap | 28.21 | 21.37 |
| Large Cap | 36.62 | 67.74 |
| Small Cap | 5.92 | 2.09 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 3.34 | 1.84 |
| Communication Services | 12.93 | 3.98 |
| Consumer Cyclical | 17.84 | 13.72 |
| Basic Materials | 9.56 | 5.85 |
| Financial Services | 31.82 | 31.94 |
| Industrials | 1.81 | 13.03 |
| Consumer Defensive | 5.44 | 3.04 |
| Healthcare | 3.17 | 5.93 |
| Utilities | 10.18 | 1.8 |
| Technology | 3.91 | 11.17 |
| Energy | - | 5.05 |
| Real Estate | - | 2.63 |
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