UTI Focused Fund vs 360 ONE Focused Equity Fund Regular compare
360 ONE Focused Fund Regular-Growth
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Fund | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹7400 Cr | ₹2602 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 24 Oct 2014 | 25 Aug 2021 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | % | 39.82% |
Expense Ratio | 1.78 | 1.98 |
Manager | Mayur Patel | Deepesh Agarwal |
ISIN Code | INF579M01878 | INF789F1AUY5 |
Exits Load | 360 ONE Focused Equity Fund - 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 | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 1.8% | 3.29% |
6 Month | 2.84% | 3.91% |
1 Year | -0.91% | 1.83% |
3 Year | 21.71% | 19.52% |
5 Year | 23.39% | - |
SIP Return Analysis
Scheme Name | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 8.34% | 9.22% |
1 Year | 7.35% | 9.31% |
3 Year | 17.26% | 17.12% |
5 Year | 17.73% | - |
Rolling Lumpsum Returns
Scheme Name | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 15.15% | 15.34% |
3 Year | 16.3% | 14.49% |
5 Year | 17.73% | - |
Risk Management
Scheme Name | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.28% | 14.30% |
Sharp | 0.93% | 0.72% |
Beta | 0.88% | 0.94% |
Alpha | 2.37% | -0.30% |
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Fund Managers
Scheme Name | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Name | Mayur Patel | Deepesh Agarwal |
Total AUM | ₹6984 Cr | ₹35015 Cr |
Funds Managed | 3 | 9 |
360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
360 ONE Focused Fund Regular-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 6.31 | 2.33 |
Large Cap | 66.62 | 74.11 |
Small Cap | 14.55 | 2.04 |
Mid Cap | 12.52 | 21.51 |
Sector Allocation
Scheme Name |
360 ONE Focused Fund Regular-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 4.83 | 2.33 |
Communication Services | 10.51 | 4.64 |
Technology | 8.21 | 9.55 |
Industrials | 15.08 | 11.01 |
Financial Services | 30.23 | 31.42 |
Healthcare | 6.54 | 5.55 |
Consumer Cyclical | 15.17 | 11.41 |
Energy | 1.28 | 3.91 |
Basic Materials | 5.84 | 5.93 |
Consumer Defensive | 1.37 | 7.49 |
Utilities | 0.93 | 4.4 |
Real Estate | - | 2.36 |
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