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) | ₹7229 Cr | ₹2610 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 | -5.35% | -4.13% |
| 6 Month | -6.13% | -2.57% |
| 1 Year | 3.03% | 4.35% |
| 3 Year | 13.78% | 14.27% |
| 5 Year | 14.12% | - |
SIP Return Analysis
| Scheme Name | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.64% | -3.53% |
| 1 Year | -5.29% | -1.21% |
| 3 Year | 6.65% | 8.17% |
| 5 Year | 10.92% | - |
Rolling Lumpsum Returns
| Scheme Name | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.09% | 11.23% |
| 3 Year | 16.32% | 14.92% |
| 5 Year | 18.08% | - |
Risk Management
| Scheme Name | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.65% | 12.68% |
| Sharp | 0.84% | 0.77% |
| Beta | 0.87% | 0.93% |
| Alpha | 0.44% | -0.3% |
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 | 19.3 | 10.36 |
| Large Cap | 62.46 | 69.16 |
| Mid Cap | 10.52 | 18.52 |
| Small Cap | 7.73 | 1.96 |
Sector Allocation
| Scheme Name |
360 ONE Focused Fund Regular-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 4.43 | 1.92 |
| Communication Services | 11.55 | 4.03 |
| Technology | 7.85 | 11.07 |
| Industrials | 15.87 | 12.84 |
| Financial Services | 31.83 | 31.57 |
| Consumer Cyclical | 18.48 | 13.17 |
| Energy | 1.99 | 5.11 |
| Consumer Defensive | 1.36 | 3.28 |
| Basic Materials | 4.5 | 6.18 |
| Healthcare | 2.15 | 6.07 |
| Real Estate | - | 2.84 |
| Utilities | - | 1.91 |
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