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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) | ₹37936 Cr | ₹2590 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 | -0.33% | 0.95% |
| 6 Month | 9.73% | 8.94% |
| 1 Year | 7.07% | -1.53% |
| 3 Year | 14.67% | 14.4% |
| 5 Year | 18.95% | - |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.33% | 1.47% |
| 1 Year | 8.38% | 0.27% |
| 3 Year | 15.3% | 12.2% |
| 5 Year | 14.58% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.19% | 14.04% |
| 3 Year | 15.37% | 15.12% |
| 5 Year | 16.68% | - |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.03% | 13.04% |
| Sharp | 0.92% | 0.65% |
| Beta | 0.69% | 0.91% |
| Alpha | 1.81% | -0.68% |
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 | 21.43 | 5.8 |
| Mid Cap | 30.8 | 21.69 |
| Large Cap | 40.48 | 70.41 |
| Small Cap | 7.3 | 2.1 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 5.91 | 1.8 |
| Communication Services | 11.51 | 4.79 |
| Consumer Cyclical | 20.85 | 10.46 |
| Basic Materials | 10.48 | 6 |
| Financial Services | 31.27 | 31.59 |
| Industrials | 4.92 | 12.35 |
| Consumer Defensive | 5.55 | 7.55 |
| Healthcare | 3.08 | 6.04 |
| Utilities | 2.42 | 4.33 |
| Technology | 4 | 9.04 |
| Energy | - | 3.76 |
| Real Estate | - | 2.29 |
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