UTI Focused Fund vs 360 ONE Focused Equity Fund Regular compare
360 ONE Focused Equity Fund Regular-Growth
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | 360 ONE Focused Equity Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Fund | 360 ONE Focused Equity Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6885 Cr | ₹2563 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 Equity Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 1.4% | 1.71% |
6 Month | -3.41% | -1.98% |
1 Year | 0.89% | 2.63% |
3 Year | 21.26% | 19.31% |
5 Year | 24.03% | - |
SIP Return Analysis
Scheme Name | 360 ONE Focused Equity Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 5.68% | 6.29% |
1 Year | 1.42% | 3.07% |
3 Year | 15.26% | 14.98% |
5 Year | 16.64% | - |
Rolling Lumpsum Returns
Scheme Name | 360 ONE Focused Equity 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 Equity Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.676% | 13.63% |
Sharp | 0.506% | 0.547% |
Beta | 0.943% | 0.916% |
Alpha | -0.687% | 0.08% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | 360 ONE Focused Equity 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 Equity Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
360 ONE Focused Equity Fund Regular-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 4.21 | 2.2 |
Large Cap | 65.98 | 74.03 |
Small Cap | 17.27 | 1.79 |
Mid Cap | 12.53 | 21.98 |
Sector Allocation
Scheme Name |
360 ONE Focused Equity Fund Regular-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 4.03 | 2.2 |
Communication Services | 10.29 | 5.15 |
Technology | 10.72 | 11.08 |
Industrials | 11.19 | 10.39 |
Financial Services | 32.3 | 32.25 |
Healthcare | 6.78 | 5.83 |
Consumer Cyclical | 15.74 | 11.33 |
Basic Materials | 6.33 | 5.06 |
Consumer Defensive | 1.6 | 7.15 |
Utilities | 1.01 | 4.04 |
Energy | - | 2.9 |
Real Estate | - | 2.62 |
Top Comparisons
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
Tata Small Cap Fund Regular Growth
3Y Returns26.95%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns20.45%
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
3Y Returns17.05%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns13.98%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns13.67%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.41%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns8.22%