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UTI Focused Fund vs 360 ONE Focused Equity Fund Regular compare

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tortoise-icon 360 ONE Focused Fund Regular-Growth

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tortoise-icon 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 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) ₹7448 Cr ₹2638 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 -1.13% -0.2%
6 Month 2.19% 3.05%
1 Year -0.4% 1.84%
3 Year 14.83% 14.82%
5 Year 16.91% -

SIP Return Analysis

Scheme Name 360 ONE Focused Fund Regular-Growth UTI Focused Fund- Regular Plan - Growth Option
6 Month 0.84% 2.02%
1 Year 9.58% 11.97%
3 Year 11.6% 12.4%
5 Year 13.54% -

Rolling Lumpsum Returns

Scheme Name 360 ONE Focused Fund Regular-Growth UTI Focused Fund- Regular Plan - Growth Option
1 Year 13.38% 13.43%
3 Year 16.38% 14.81%
5 Year 18.17% -

Risk Management

Scheme Name 360 ONE Focused Fund Regular-Growth UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation 12.00% 12.89%
Sharp 0.69% 0.62%
Beta 0.87% 0.94%
Alpha 0.72% -0.10%

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 13.5 8.79
Large Cap 64.89 67.74
Small Cap 11.38 2.09
Mid Cap 10.23 21.37

Sector Allocation

Scheme Name

360 ONE Focused Fund Regular-Growth

UTI Focused Fund- Regular Plan - Growth Option

Others 5.55 1.84
Communication Services 10.7 3.98
Technology 6.85 11.17
Industrials 19.67 13.03
Financial Services 34.17 31.94
Healthcare 3.31 5.93
Consumer Cyclical 12.95 13.72
Energy 2.12 5.05
Basic Materials 4.67 5.85
Consumer Defensive - 3.04
Real Estate - 2.63
Utilities - 1.8

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